Original filing (PDF)20250206131140NAL0020986224001

R.L. DEPANFILIS & COMPANY LLC

Name: R.L. DEPANFILIS & COMPANY LLC — R.L. DEPANFILIS & COMPANY LLC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: R.L. DEPANFILIS & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

R.L. DEPANFILIS & COMPANY LLC PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.L. DEPANFILIS & COMPANY LLC.

Plan sponsor

Name

R.L. DEPANFILIS & COMPANY LLC

EIN