How big is Pavento, Ratcliffe, Renzi & Co., LL's plan?

Pavento, Ratcliffe, Renzi & Co., LL's plan reported $3.2M in assets and 4 participants for 2024.

Original filing (PDF)20250610094408NAL0025423472001

Pavento, Ratcliffe, Renzi & Co., LL

Name: Pavento, Ratcliffe, Renzi & Co., LL — Pavento, Form 5500 (2024)
Creator: Pavento, Ratcliffe, Renzi & Co., LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pavento, Ratcliffe, Renzi & Co., LLC 401(k) Plan

401(k) retirement plan · Pavento, Ratcliffe, Renzi & Co., LL's Pavento, Ratcliffe, Renzi & Co., LLC 401(k) Plan held $3.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Karla Hopkins signed Pavento, Ratcliffe, Renzi & Co., LL's 2024 Form 5500 as plan administrator.

Karla Hopkins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pavento, Ratcliffe, Renzi & Co., LL's EIN is 04-3530932.

EIN 04-3530932

Plan number 001

Plan year 2024

ACK ID 20250610094408NAL0025423472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pavento, Ratcliffe, Renzi & Co., LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pavento, Ratcliffe, Renzi & Co., LL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAVENTO, RATCLIFFE, RENZI & CO., LL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PAVENTO, RATCLIFFE, RENZI & CO., LL

EIN

all filings

Address

391 EAST CENTRAL STREET UNIT 8A · FRANKLIN, MA · 02038

Phone

(508) 553-3091

Industry

CPA Offices· Professional & Technical Services

Plan administrator