Original filing (PDF)20250304074558NAL0013557282001

ROBERT H. PETROCELLI, JR.

Name: ROBERT H. PETROCELLI, JR. — ROBERT H. PETROCELLI, JR. NEW COMPARABILITY 401(K) PLAN, Form 5500 (2024)
Creator: ROBERT H. PETROCELLI, JR.

Form 5500-SF

FILING_RECEIVED

ROBERT H. PETROCELLI, JR. NEW COMPARABILITY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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 ROBERT H. PETROCELLI, JR..

Plan sponsor

Name

ROBERT H. PETROCELLI, JR.

EIN

13-3361081

Address

1300 CONCORD TERRACE · 5TH FLOOR · SUNRISE, FL · 33323

Phone

(954) 872-6017

Industry

Finance & Insurancesee all

Plan administrator

Name

ROBERT H. PETROCELLI, JR.

EIN

13-3361081

City

SUNRISE, FL

Phone

(954) 872-6017

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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