Original filing (PDF)20251007101843NAL0002375523001

CALLAHAN & FUSCO, LLC

Name: CALLAHAN & FUSCO, LLC — CALLAHAN & FUSCO LLC 401K PLAN, Form 5500 (2024)
Creator: CALLAHAN & FUSCO, LLC

Form 5500-SF

FILING_RECEIVED

CALLAHAN & FUSCO LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALLAHAN & FUSCO, LLC.

Plan sponsor

Name

CALLAHAN & FUSCO, LLC

EIN

22-3838691

Address

103 EISENHOWER PARKWAY, SUITE 400 · ROSELAND, NJ · 07068

Phone

(973) 618-9770

Industry

Law 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

2025-10-07

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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