Original filing (PDF)20250730112009NAL0010098530001

JOSEPH R BONFIGLIO DBA JOE BONFIGLIO, CFP

Name: JOSEPH R BONFIGLIO DBA JOE BONFIGLIO, CFP — JOE BONFIGLIO, CFP 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOSEPH R BONFIGLIO DBA JOE BONFIGLIO, CFP

Form 5500-SF

FILING_RECEIVED

JOE BONFIGLIO, CFP 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

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

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 JOSEPH R BONFIGLIO DBA JOE BONFIGLIO, CFP.

Plan sponsor

Name

JOSEPH R BONFIGLIO DBA JOE BONFIGLIO, CFP

EIN

20-3932452all filings

Address

36 MAIN ST. · HOLMDEL, NJ · 07733

Phone

(732) 772-9000

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator