How big is Giuliano Richardson & Sfara LLC's plan?

Giuliano Richardson & Sfara LLC's plan reported $5.3M in assets and 8 participants for 2024.

Original filing (PDF)20250728113729NAL0004509378001

Giuliano Richardson & Sfara LLC

Name: Giuliano Richardson & Sfara LLC — Form 5500 (2024)
Creator: Giuliano Richardson & Sfara LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Giuliano Richardson & Sfara LLC held $5.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Randolph E. Richardson signed Giuliano Richardson & Sfara LLC's 2024 Form 5500 as plan administrator.

Randolph E. Richardson — 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

Giuliano Richardson & Sfara LLC's EIN is 06-1561536.

EIN 06-1561536

Plan number 001

Plan year 2024

ACK ID 20250728113729NAL0004509378001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Giuliano Richardson & Sfara LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Giuliano Richardson & Sfara LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GIULIANO RICHARDSON & SFARA 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 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 (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

GIULIANO RICHARDSON & SFARA LLC

EIN

all filings

Address

39 SHERMAN HILL RD · WOODBURY, CT · 067983650

Phone

(203) 263-0330

Industry

Law Offices· Professional & Technical Services

Plan administrator