Original filing (PDF)20250528142233NAL0018885298001

BONN DIOGUARDI & RAY

Name: BONN DIOGUARDI & RAY — BONN DIOGUARDI & RAY LLP 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BONN DIOGUARDI & RAY

Form 5500-SF

FILING_RECEIVED

BONN DIOGUARDI & RAY LLP 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 BONN DIOGUARDI & RAY.

Plan sponsor

Name

BONN DIOGUARDI & RAY

EIN

16-1460600

Address

70 LINDEN OAKS · ROCHESTER, NY · 146252800

Phone

(585) 309-2051

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

2025-05-28

Pension benefit codes

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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