How big is Natale and Associates' plan?

Natale and Associates' plan reported $296K in assets and 3 participants for 2024.

Original filing (PDF)20250916135815NAL0005197042001

Natale and Associates

Name: Natale and Associates — Natale and Associates 401(k), Form 5500 (2024)
Creator: Natale and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Natale and Associates 401(k) Plan

401(k) retirement plan · Natale and Associates' Natale and Associates 401(k) Plan held $296K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

People on this filing

Mary Natale signed Natale and Associates' 2024 Form 5500 as plan administrator.

Mary Natale — 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

Natale and Associates' EIN is 20-1419043.

EIN 20-1419043

Plan number 001

Plan year 2024

ACK ID 20250916135815NAL0005197042001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Natale and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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