How big is Passero Associates, DPC's plan?

Passero Associates, DPC's plan reported $19.4M in assets and 173 participants for 2024.

Original filing (PDF)20251015112152NAL0002318323001

Passero Associates, DPC

Name: Passero Associates, DPC — Passero Associates, P.C., Form 5500 (2024)
Creator: Passero Associates, DPC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Passero Associates, P.C. Mutual Savings Plan

401(k) retirement plan · Passero Associates, DPC's Passero Associates, P.C. Mutual Savings Plan held $19.4M in plan assets for 173 participants in 2024, with Fidelity as recordkeeper.

Active participants

173

Accounts w/ balance

204

Plan assets (EOY)

$19.4M

Net assets (EOY)

$19.4M

People on this filing

Dean Gratz signed Passero Associates, DPC's 2024 Form 5500 as plan administrator.

Dean Gratz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Passero Associates, DPC's EIN is 16-1255176.

EIN 16-1255176

Plan number 001

Plan year 2024

ACK ID 20251015112152NAL0002318323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Passero Associates, DPC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Passero Associates, DPC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PASSERO ASSOCIATES, DPC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

PASSERO ASSOCIATES, DPC

EIN

all filings

Address

242 WEST MAIN STREET · SUITE 100 · ROCHESTER, NY · 14614

Phone

(585) 325-1000

Industry

Engineering Services· Professional & Technical Services

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

2025-10-15

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

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	04-2647786	BOSTON, MA	RECORDKEEPER	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	BOSTON, MA	ADVISOR	$25K	—

Investments

34 direct securities· $19.4M(100% of reported assets)

Other securities

$16.4M

25 holdings

Common Collective Trusts

$2.4M

5 holdings

Mutual Funds

$484K

3 holdings

Common Stocks

$23K

1 holding

					% of plan
BlackRock LifePath Index Retirement Fund Class K Mutual Fund	Other securities	—	—	$4.1M	21.1%
BlackRock LifePath Index 2045 Class K Mutual Fund	Other securities	—	—	$2.0M	10.2%
BlackRock LifePath Index 2035 Class K Mutual Fund	Other securities	—	—	$1.9M	9.9%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.8M	9.1%
BlackRock LifePath Index 2030 Class K Mutual Fund	Other securities	—	—	$1.6M	8.3%
BlackRock LifePath Index 2050 Class K Mutual Fund	Other securities	—	—	$1.4M	7.4%
BlackRock LifePath Index 2060 Class K Mutual Fund	Other securities	—	—	$1.2M	6.4%
BlackRock LifePath Index 2055 Class K Mutual Fund	Other securities	—	—	$1.1M	5.9%
BlackRock LifePath Index 2040 Class K Mutual Fund	Other securities	—	—	$728K	3.7%
Fidelity Government Money Market K6 Money Market Fund	Mutual Funds	—	—	$419K	2.2%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$309K	1.6%
BlackRock LP Index 2065 Series K Mutual Fund	Other securities	—	—	$308K	1.6%
JPMorgan Equity Income Fund Class R6 Mutual Fund	Other securities	—	—	$286K	1.5%
through September 2034	Other securities	—	—	$284K	1.5%
T. Rowe Price Retire 2025 I Mutual Fund	Other securities	—	—	$270K	1.4%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$265K	1.4%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$205K	1.1%
T. Rowe Price Retire 2060 I Mutual Fund	Other securities	—	—	$169K	0.9%
Victory Sycamore Established Value Fund Class R6 Mutual Fund	Other securities	—	—	$156K	0.8%
JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$130K	0.7%
PGIM High Yield Fund Class R6 Mutual Fund	Other securities	—	—	$103K	0.5%
T. Rowe Price Retire 2050 I Mutual Fund	Other securities	—	—	$94K	0.5%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$92K	0.5%
T. Rowe Price Retire 2030 I Mutual Fund	Other securities	—	—	$66K	0.3%
T. Rowe Price Retire 2040 I Mutual Fund	Other securities	—	—	$64K	0.3%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$54K	0.3%
Fidelity Advisor Emerging Markets Discovery Fund Class Z Mutual Fund	Mutual Funds	—	—	$53K	0.3%
T. Rowe Price Retire 2035 I Mutual Fund	Other securities	—	—	$34K	0.2%
T. Rowe Price Retire 2045 I Mutual Fund	Other securities	—	—	$34K	0.2%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund	Common Stocks	—	—	$23K	0.1%
Fidelity Inflation Proof Bond Index Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
T. Rowe Price Retire 2055 I Mutual Fund	Other securities	—	—	$11K	<0.1%
JPMorgan Core Plus Bond Fund Class R6 Mutual Fund	Other securities	—	—	$11K	<0.1%
T. Rowe Price Retire 2065 I Mutual Fund	Other securities	—	—	$4K	<0.1%