How big is Mauriello Planning Group, LLC's plan?

Mauriello Planning Group, LLC's plan reported $2.1M in assets and 2 participants for 2024.

Original filing (PDF)20250508123434NAL0019138976001

Mauriello Planning Group, LLC

Name: Mauriello Planning Group, LLC — Mauriello Planning, Form 5500 (2024)
Creator: Mauriello Planning Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mauriello Planning Group 401(k) Profit Sharing Plan

401(k) retirement plan · Mauriello Planning Group, LLC's Mauriello Planning Group 401(k) Profit Sharing Plan held $2.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Dominic Mauriello signed Mauriello Planning Group, LLC's 2024 Form 5500 as plan administrator.

Dominic Mauriello — 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

Mauriello Planning Group, LLC's EIN is 20-0525273.

EIN 20-0525273

Plan number 002

Plan year 2024

ACK ID 20250508123434NAL0019138976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mauriello Planning Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mauriello Planning Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAURIELLO PLANNING GROUP, LLC.

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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