Original filing (PDF)20250225103201NAL0010753809001

F. ROZZO & SONS, INC.

Name: F. ROZZO & SONS, INC. — F. ROZZO & SONS, INC. MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: F. ROZZO & SONS, INC.

Form 5500-SF

FILING_RECEIVED

F. ROZZO & SONS, INC. MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for F. ROZZO & SONS, INC..

Plan sponsor

Name

F. ROZZO & SONS, INC.

EIN

13-5358880

Address

159 9TH AVENUE · NEW YORK, NY · 10011

Phone

(212) 242-6100

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-25

Pension benefit codes

2C · Money purchase (other than target benefit)

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

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