Original filing (PDF)20250820140103NAL0003283633001

FRANCHINO DELARGY LLP

Name: FRANCHINO DELARGY LLP — FRANCHINO DELARGY LLP 401K PLAN, Form 5500 (2024)
Creator: FRANCHINO DELARGY LLP

Form 5500-SF

FILING_RECEIVED

FRANCHINO DELARGY LLP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANCHINO DELARGY LLP.

Plan sponsor

Name

FRANCHINO DELARGY LLP

EIN

22-2038419

Address

60 WASHINGTON STREET · SUITE 100 · MORRISTOWN, NJ · 07960

Phone

(973) 539-1800

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

RF ASSOCIATES LLC

RF ASSOCIATES LLC 401(K) PLAN

$1.2M · 10 participants

TRILLIUM FINANCIAL ADVISORS, PC

TRILLIUM FINANCIAL ADVISORS 401(K) PLAN

$1.2M · 2 participants

OLSON & COMPANY, P.C.

OLSON & COMPANY, P.C. RETIREMENT PLAN

$1.2M · 9 participants

JOHNSON, MATTSON, SMAIL & COLLUM, PLLC

JOHNSON, MATTSON, SMAIL & COLLUM, PLLC 401(K) PLAN

$1.2M · 18 participants

BILDNER & COMPANY, P.C.

BILDNER & COMPANY, P.C. 401K PROFIT SHARING PLAN