How big is Costello & Folchetti, LLP's plan?

Costello & Folchetti, LLP's plan reported $755K in assets and 3 participants for 2024.

Original filing (PDF)20250922140003NAL0005741200001

Costello & Folchetti, LLP

Name: Costello & Folchetti, LLP — Costello & Folchetti, Form 5500 (2024)
Creator: Costello & Folchetti, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Costello & Folchetti, LLP Employees' Savings & Profit Sharing Plan

401(k) retirement plan · Costello & Folchetti, LLP's Costello & Folchetti, LLP Employees' Savings & Profit Sharing Plan held $755K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$755K

Net assets (EOY)

$755K

Plan identifiers

Costello & Folchetti, LLP's EIN is 06-1604935.

EIN 06-1604935

Plan number 001

Plan year 2024

ACK ID 20250922140003NAL0005741200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Costello & Folchetti, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Costello & Folchetti, LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COSTELLO & FOLCHETTI, LLP.

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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