Original filing (PDF)20250719200122NAL0001629667001

CARL J FERRARO III

Name: CARL J FERRARO III — CARL J FERRARO III 401K, Form 5500 (2024)
Creator: CARL J FERRARO III

Form 5500-SF

FILING_RECEIVED

CARL J FERRARO III 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

Plan health score

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARL J FERRARO III.

Plan sponsor

Name

CARL J FERRARO III

EIN

20-1795626

Address

5139 69TH ST · WOODSIDE, NY · 11377

Phone

(718) 576-3710

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-07-19

Pension benefit codes

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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