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ROSS F. MONGIARDO, CFP, CLU, CHFC — ROSS F. MONGIARDO, CFP, CLU, CHFC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250619150045NAL0004732608001
ROSS F. MONGIARDO, CFP, CLU, CHFC
Form 5500-SF
FILING_RECEIVED
ROSS F. MONGIARDO, CFP, CLU, CHFC RETIREMENT PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROSS F. MONGIARDO, CFP, CLU, CHFC
.
Find decision makers
Plan sponsor
Name
ROSS F. MONGIARDO, CFP, CLU, CHFC
EIN
11-3093705
Address
1305 FRANKLIN AVENUE · SUITE 208 · GARDEN CITY, NY · 11530
Phone
(516) 739-1809
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-19
Pension benefit codes
2D · Offset of another plan
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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