Original filing (PDF)20250922121718NAL0012247170001

YODICE AND COMPANY, P.C.

Name: YODICE AND COMPANY, P.C. — YODICE AND COMPANY, P.C. 401K AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: YODICE AND COMPANY, P.C.

Form 5500-SF

FILING_RECEIVED

YODICE AND COMPANY, P.C. 401K AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 YODICE AND COMPANY, P.C..

Plan sponsor

Name

YODICE AND COMPANY, P.C.

EIN

22-3204269

Address

1055 PARSIPPANY BLVD · SUITE 506 · PARSIPPANY, NJ · 07054

Phone

(973) 263-8228

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

STROUSS HUI ROOMBERG ELLIS, P.C.

STROUSS HUI ROOMBERG ELLIS, P.C. 401(K) PLAN

$3.5M · 9 participants

MOORE & COMPANY

MOORE & COMPANY PROFIT SHARING PLAN

$3.5M · 4 participants

ROY MORALY CPA

ROY MORALY, CPAS ACCY CORP 401(K) PLAN

$3.5M · 4 participants

SN ASSOCIATES, LLP

SN ASSOCIATES, LLP 401(K) PLAN

$3.5M · 21 participants

FOXX & COMPANY

FOXX GROUP 401(K) PLAN

$3.5M · 1,229 participants