Original filing (PDF)20250922120241NAL0005617920002

FULLER & D'ANGELO P.C.

Name: FULLER & D'ANGELO P.C. — FULLER & D'ANGELO P.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: FULLER & D'ANGELO P.C.

Form 5500-SF

FILING_RECEIVED

FULLER & D'ANGELO P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 FULLER & D'ANGELO P.C..

Plan sponsor

Name

FULLER & D'ANGELO P.C.

EIN

13-2809738

Address

45 KNOLLWOOD ROAD, SUITE 401 · ELMSFORD, NY · 10523

Phone

(914) 592-4444

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Professional & Technical Services plans

MODUS STUDIO PLLC

MODUS 401(K)

$2.8M · 30 participants

SOBIN-HARTE ARCHITECTS, INC.

SOBIN-HARTE ARCHITECTS, INC. RETIREMENT PLAN AND TRUST

$2.8M · 4 participants

PLATZ ASSOCIATES

PLATZ ASSOCIATES RETIREMENT SAVINGS PLAN

$2.7M · 7 participants

LGA ARCHITECTURE

LGA ARCHITECTURE 401(K) PROFIT SHARING PLAN

$2.7M · 19 participants

BKL INCORPORATED

BKL 401(K) PROFIT SHARING PLAN

$2.8M · 27 participants