Original filing (PDF)20250612083840NAL0026897696001

ROBERT ZACCONE & ASSOCIATES PC

Name: ROBERT ZACCONE & ASSOCIATES PC — ROBERT ZACCONE & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ROBERT ZACCONE & ASSOCIATES PC

Form 5500-SF

FILING_RECEIVED

ROBERT ZACCONE & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT ZACCONE & ASSOCIATES PC.

Plan sponsor

Name

ROBERT ZACCONE & ASSOCIATES PC

EIN