Original filing (PDF)20251014125708NAL0005929058001

DEJOY & CO. CPAS, RLLP

Name: DEJOY & CO. CPAS, RLLP — DEJOY & CO. CPAS, RLLP PROFIT-SHARING/401(K) PLAN, Form 5500 (2024)
Creator: DEJOY & CO. CPAS, RLLP

Form 5500-SF

FILING_RECEIVED

DEJOY & CO. CPAS, RLLP PROFIT-SHARING/401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEJOY & CO. CPAS, RLLP.

Plan sponsor

Name

DEJOY & CO. CPAS, RLLP

EIN

16-1375790

Address

280 EAST BROAD STREET · SUITE 300 · ROCHESTER, NY · 14604

Phone

(585) 546-1840

Industry

CPA Offices· Professional & Technical Servicessee all

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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