· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HOYT, FILIPPETTI & MALAGHAN, LLC — HOYT, FILIPPETTI & MALAGHAN, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250926103432NAL0010012832001
HOYT, FILIPPETTI & MALAGHAN, LLC
Form 5500-SF
FILING_RECEIVED
HOYT, FILIPPETTI & MALAGHAN, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
37
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOYT, FILIPPETTI & MALAGHAN, LLC
.
Find decision makers
Plan sponsor
Name
HOYT, FILIPPETTI & MALAGHAN, LLC
EIN
20-1696994
Address
1041 POQUONNOCK ROAD · GROTON, CT · 06340
Phone
(860) 536-9685
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
CW ASSOCIATES, A HAWAII CERTIFIED PUBLIC ACCOUNTING CORPORATION
CW ASSOCIATES, A HAWAII CERTIFIED PUBLIC ACCOUNTING CORPORATION PROFIT-SHARING 401(K) PLAN (001)
$12.2M · 63 participants
FUNARO & CO., P.C.
FUNARO & CO., P.C. 401(K) PLAN
$12.1M · 83 participants
R J PILE & COMPANY, LLC
R J PILE & COMPANY, LLC 401(K) PROFIT SHARING PLAN
$12.1M · 29 participants
PROSPERITY PARTNERS
PROSPERITY PARTNERS 401(K) PLAN
$12.2M · 98 participants
OLIVER, RAINEY & WOJTEK, L.L.P.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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.
OLIVER, RAINEY & WOJTEK, L.L.P. CPAS PROFIT SHARING PLAN
$12.1M · 50 participants
FRANK AKEF & CO.
FRANK AKEF & CO., PROFIT SHARING PLAN
$12.1M · 6 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
