How big is DRS. Concannon & Vitale, LLC's plan?

DRS. Concannon & Vitale, LLC's plan reported $837K in assets and 8 participants for 2025.

Original filing (PDF)20260320142831NAL0005080993001

DRS. Concannon & Vitale, LLC

Name: DRS. Concannon & Vitale, LLC — DRS. Concannon &, Form 5500 (2025)
Creator: DRS. Concannon & Vitale, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DRS. Concannon & Vitale, LLC 401(k) Plan

401(k) retirement plan · DRS. Concannon & Vitale, LLC's DRS. Concannon & Vitale, LLC 401(k) Plan held $837K in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

People on this filing

Colleen Vitale MD signed DRS. Concannon & Vitale, LLC's 2025 Form 5500 as plan administrator.

Colleen Vitale MD — 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

DRS. Concannon & Vitale, LLC's EIN is 20-4475410.

EIN 20-4475410

Plan number 001

Plan year 2025

ACK ID 20260320142831NAL0005080993001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for DRS. Concannon & Vitale, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

DRS. Concannon & Vitale, LLC's 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 DRS. CONCANNON & VITALE, 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

Knocking points off