Original filing (PDF)20250723074758NAL0001709267001

CASHIN SPINELLI & FERRETTI, LLC

Name: CASHIN SPINELLI & FERRETTI, LLC — CASHIN SPINELLI & FERRETTI, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: CASHIN SPINELLI & FERRETTI, LLC

Form 5500-SF

FILING_RECEIVED

CASHIN SPINELLI & FERRETTI, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASHIN SPINELLI & FERRETTI, LLC.

Plan sponsor

Name

CASHIN SPINELLI & FERRETTI, LLC

EIN

11-3547453

Address

801 MOTOR PARKWAY · SUITE 103 · HAUPPAUGE, NY · 11788

Phone

(631) 737-9170

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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