How big is R.J. Caruso's plan?

R.J. Caruso's plan reported $3.5M in assets and 14 participants for 2024.

Original filing (PDF)20250826145353NAL0017291026001

R.J. Caruso

Name: R.J. Caruso — R.J. Caruso 401(k) Plan, Form 5500 (2024)
Creator: R.J. Caruso
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R.J. Caruso 401(k) Plan

401(k) retirement plan · R.J. Caruso's R.J. Caruso 401(k) Plan held $3.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Jason Rinoldo signed R.J. Caruso's 2024 Form 5500 as plan administrator.

Jason Rinoldo — 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

R.J. Caruso's EIN is 16-1375024.

EIN 16-1375024

Plan number 001

Plan year 2024

ACK ID 20250826145353NAL0017291026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for R.J. Caruso from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

R.J. Caruso's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R.J. CARUSO.

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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.

Plan sponsor

Name

R.J. CARUSO

EIN

all filings

Address

364 EAST AVE · OSWEGO, NY · 13126

Phone

(315) 342-4900

Industry

CPA Offices· 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

2025-08-26

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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