Original filing (PDF)20250529090457NAL0007190353001

FORTUNA & CARTELLI, P.C.

Name: FORTUNA & CARTELLI, P.C. — THE FORTUNA & CARTELLI, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: FORTUNA & CARTELLI, P.C.

Form 5500-SF

FILING_RECEIVED

THE FORTUNA & CARTELLI, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTUNA & CARTELLI, P.C..

Plan sponsor

Name

FORTUNA & CARTELLI, P.C.

EIN

06-0887135

Address

134 WASHINGTON STREET · MIDDLETOWN, CT · 06457

Phone

(860) 347-5607

Industry