Original filing (PDF)20250630065424NAL0006490915001

Marchese & Espey Certified Public Accountants, P.C.

Name: Marchese & Espey Certified Public Accountants, P.C. — Form 5500 Plan 001 (2024)
Creator: Marchese & Espey Certified Public Accountants, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marchese & Espey Certified Public Accountants, P.C. Profit Sharing Plan

401(k) retirement plan · Marchese & Espey Certified Public Accountants, P.C.'s Marchese & Espey Certified Public Accountants, P.C. Profit Sharing Plan held $5.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARCHESE & ESPEY CERTIFIED PUBLIC ACCOUNTANTS, P.C..

Plan sponsor

Name

MARCHESE & ESPEY CERTIFIED PUBLIC ACCOUNTANTS, P.C.

EIN

14-1756892all filings

Address

2 EXECUTIVE PARK DRIVE · CLIFTON PARK, NY · 12065

Phone

(518) 280-6750

Industry

CPA Offices· Professional & Technical Services

Plan administrator