Original filing (PDF)20251010104204NAL0007535329001

CESARI AND MCKENNA, LLP

Name: CESARI AND MCKENNA, LLP — CESARI AND MCKENNA, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CESARI AND MCKENNA, LLP

Form 5500-SF

FILING_RECEIVED

CESARI AND MCKENNA, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CESARI AND MCKENNA, LLP.

Plan sponsor

Name

CESARI AND MCKENNA, LLP

EIN

04-3104976

Address

1 LIBERTY SQUARE · BOSTON, MA · 02109

Phone

(617) 951-2500

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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