· 2022–2024 · DOL EFAST2

MORETTI & RACCO MEDICAL ASSOCIATES — MORETTI & RACCO MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250517072623NAL0030717888001

MORETTI & RACCO MEDICAL ASSOCIATES

Form 5500-SF

FILING_RECEIVED

MORETTI & RACCO MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

21

Accounts w/ balance

12

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

83

/ 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

39

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORETTI & RACCO MEDICAL ASSOCIATES.

Plan sponsor

Name

MORETTI & RACCO MEDICAL ASSOCIATES

EIN

13-3673652

Address

7513 FORT HAMILTON PKWY · BROOKLYN, NY · 11228

Phone

(718) 745-2442

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

MORETTI & RACCO MEDICAL ASSOCIATES

EIN

13-3673652

City

BROOKLYN, NY

Phone

(718) 833-6776

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-17

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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