Original filing (PDF)20251003155559NAL0001592529001

FULVIO & ASSOCIATES LLP

Name: FULVIO & ASSOCIATES LLP — FULVIO & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FULVIO & ASSOCIATES LLP

Form 5500-SF

FILING_RECEIVED

FULVIO & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FULVIO & ASSOCIATES LLP.

Plan sponsor

Name

FULVIO & ASSOCIATES LLP

EIN

13-3311619

Address

5 WEST 37TH STREET · 4TH FLOOR · NEW YORK, NY · 10018

Phone

(212) 490-3113

Industry

CPA Offices· 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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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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