Original filing (PDF)20240821220353NAL0002697667004

J. TROCCHIO & SONS INC

Name: J. TROCCHIO & SONS INC — J. TROCCHIO & SONS INC 401(K) PLAN, Form 5500 (2023)
Creator: J. TROCCHIO & SONS INC

Form 5500-SF

FILING_RECEIVED

J. TROCCHIO & SONS INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. TROCCHIO & SONS INC.

Plan sponsor

Name

J. TROCCHIO & SONS INC

EIN

11-2168411

Address

409 WADING RIVER MANOR RD · MANORVILLE, NY · 11949

Phone

(631) 727-7188

Industry

Manufacturingsee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-13

Filed

2024-08-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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

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