· 2022–2024 · DOL EFAST2

C & a Financial Group, LLC — Congilose & Associates, Form 5500 (2024)

Original filing (PDF)20251014190935NAL0007210290001

C & a Financial Group, LLC

Form 5500-SF

FILING_RECEIVED

Congilose & Associates Employee Benefit Plan

401(k) retirement plan · C & a Financial Group, LLC's Congilose & Associates Employee Benefit Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

9

Accounts w/ balance

8

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

Top-tier plan health

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

55

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C & A FINANCIAL GROUP, LLC.

Plan sponsor

Name

C & A FINANCIAL GROUP, LLC

EIN

13-3642524all filings

Address

2111 ROUTE 34 SOUTH · WALL, NJ · 07719

Phone

(732) 528-4800

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

2H · Partial participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

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