How big is Codespoti & Associates, P.C.'s plan?

Codespoti & Associates, P.C.'s plan reported $4.0M in assets and 5 participants for 2025.

Original filing (PDF)20260427103627NAL0018608258001

Codespoti & Associates, P.C.

Name: Codespoti & Associates, P.C. — Codespoti &, Form 5500 (2025)
Creator: Codespoti & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Codespoti & Associates, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Codespoti & Associates, P.C.'s Codespoti & Associates, P.C. 401(k) Profit Sharing Plan held $4.0M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Robert Wheway signed Codespoti & Associates, P.C.'s 2025 Form 5500 as plan administrator.

Robert Wheway — 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

Codespoti & Associates, P.C.'s EIN is 06-1285312.

EIN 06-1285312

Plan number 001

Plan year 2025

ACK ID 20260427103627NAL0018608258001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Codespoti & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Codespoti & Associates, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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