Original filing (PDF)20251118193838NAL0003003825001

MARCHIONDA & FERRER, P.A.

Name: MARCHIONDA & FERRER, P.A. — MARCHIONDA & FERRER 401(K) PLAN, Form 5500 (2024)
Creator: MARCHIONDA & FERRER, P.A.

Form 5500-SF

FILING_RECEIVED

MARCHIONDA & FERRER 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 MARCHIONDA & FERRER, P.A..

Plan sponsor

Name

MARCHIONDA & FERRER, P.A.

EIN

22-3261359

Address

950 CLIFTON AVENUE · CLIFTON, NJ · 07013

Phone

(973) 773-4111

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2025-11-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

SMITH, ANGLIN AND CO.

SMITH ANGLIN FINANCIAL, LLC 401(K) PROFIT SHARING PLAN

$6.5M · 37 participants

MULLINS CLEMMONS & MAYES, PLLC

MCM 401(K) PLAN

$6.5M · 21 participants

KVLSM, LLP

KVLSM, LLP 401(K) PLAN

$6.5M · 23 participants

FITZGERALD, DEPIETRO, & WOJNAS, CPAS, P.C.

FITZGERALD, DEPIETRO, & WOJNAS SALARY DEFERRAL PLAN

$6.5M · 20 participants

O'NEILL AND GASPARDO

ONEILL AND GASPARDO 401(K) PLAN

$6.5M · 16 participants