How big is Caruso Smith Picini's plan?

Caruso Smith Picini's plan reported $1.8M in assets for 2023.

Original filing (PDF)20240925094922NAL0028724786001

Caruso Smith Picini

Name: Caruso Smith Picini — Caruso Smith Picini, PC 401(k), Form 5500 (2023)
Creator: Caruso Smith Picini
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caruso Smith Picini, PC 401(k) Plan

401(k) retirement plan · Caruso Smith Picini's Caruso Smith Picini, PC 401(k) Plan reported $1.8M in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Plan Sponsor signed Caruso Smith Picini's 2023 Form 5500 as plan administrator.

Plan Sponsor — 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

Caruso Smith Picini's EIN is 22-3013362.

EIN 22-3013362

Plan number 001

Plan year 2023

ACK ID 20240925094922NAL0028724786001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Caruso Smith Picini from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Caruso Smith Picini'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 CARUSO SMITH PICINI.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score