How big is Massaro Wealth Management LLC's plan?

Massaro Wealth Management LLC's plan reported $870K in assets and 6 participants for 2024.

Original filing (PDF)20250710092457NAL0006422193001

Massaro Wealth Management LLC

Name: Massaro Wealth Management LLC — Massaro Wealth, Form 5500 (2024)
Creator: Massaro Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Massaro Wealth Management LLC Cash Balance Pension Plan

Defined-benefit pension plan · Massaro Wealth Management LLC's Massaro Wealth Management LLC Cash Balance Pension Plan held $870K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$870K

Net assets (EOY)

$870K

Plan identifiers

Massaro Wealth Management LLC's EIN is 06-1544276.

EIN 06-1544276

Plan number 002

Plan year 2024

ACK ID 20250710092457NAL0006422193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Massaro Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Massaro Wealth Management LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MASSARO WEALTH MANAGEMENT LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score