· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NICOLA, YESTER & COMPANY, P.C. — NICOLA, YESTER & COMPANY, P.C. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251001164227NAL0013488641001
NICOLA, YESTER & COMPANY, P.C.
Form 5500-SF
FILING_RECEIVED
NICOLA, YESTER & COMPANY, P.C. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
26
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NICOLA, YESTER & COMPANY, P.C.
.
Find decision makers
Plan sponsor
Name
NICOLA, YESTER & COMPANY, P.C.
EIN
06-1181787
Address
223 EASTERN BOULEVARD · GLASTONBURY, CT · 06033
Phone
(860) 633-1194
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
JOHN J VENTO CPA PC
JOHN J VENTO CPA PC 401(K) PROFIT SHARING PLAN & TRUST
$5.4M · 10 participants
THIBODAUX HEBERT DESHOTELS LEBLANC, LLC
THIBODAUX HEBERT DESHOTELS LEBLANC 401K PLAN AND TRUST
$5.4M · 52 participants
BUCKLES, TRAVIS & HART, PLLC
BUCKLES, TRAVIS & HART RETIREMENT SAVINGS PLAN
$5.4M · 14 participants
BASHORE REINECK STOLLER & WATERMAN INC
BASHORE REINECK STOLLER & WATERMAN INC 401(K) PLAN
$5.4M · 27 participants
HOROWITZ & ULLMANN, P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HOROWITZ & ULLMANN, P.C. 401(K) RETIREMENT PLAN
$5.4M · 12 participants
BROCKWAY, GERSBACH, FRANKLIN AND NIEMEIER PC
BGFN 401(K) PLAN
$5.4M · 20 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
