How big is Carluccio, Leone, Dimon, Doyle & Sacks, LLC's plan?

Carluccio, Leone, Dimon, Doyle & Sacks, LLC's plan reported $7.0M in assets and 21 participants for 2024.

Original filing (PDF)20250320163536NAL0013338386001

Carluccio, Leone, Dimon, Doyle & Sacks, LLC

Name: Carluccio, Leone, Dimon, Doyle & Sacks, LLC — Form 5500 Plan 001 (2024)
Creator: Carluccio, Leone, Dimon, Doyle & Sacks, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carluccio, Leone, Dimon & Doyle & Sacks, LLC 401(k) Plan

401(k) retirement plan · Carluccio, Leone, Dimon, Doyle & Sacks, LLC's Carluccio, Leone, Dimon & Doyle & Sacks, LLC 401(k) Plan held $7.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Wendi Newton signed Carluccio, Leone, Dimon, Doyle & Sacks, LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — 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

Carluccio, Leone, Dimon, Doyle & Sacks, LLC's EIN is 22-3526967.

EIN 22-3526967

Plan number 001

Plan year 2024

ACK ID 20250320163536NAL0013338386001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carluccio, Leone, Dimon, Doyle & Sacks, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carluccio, Leone, Dimon, Doyle & Sacks, LLC'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 CARLUCCIO, LEONE, DIMON, DOYLE & SACKS, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CARLUCCIO, LEONE, DIMON, DOYLE & SACKS, LLC

EIN

all filings

Address

9 ROBBINS STREET · TOMS RIVER, NJ · 08753

Phone

(732) 797-1600

Industry

Law Offices· Professional & Technical Services

Plan administrator