How big is A.Giuliani & Co, Inc.'s plan?

A.Giuliani & Co, Inc.'s plan reported $5.9M in assets and 20 participants for 2024.

Original filing (PDF)20250520142757NAL0001279505001

A.Giuliani & Co, Inc.

Name: A.Giuliani & Co, Inc. — A Giuliani 401(k) Retirement, Form 5500 (2024)
Creator: A.Giuliani & Co, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A Giuliani 401(k) Retirement Plan

401(k) retirement plan · A.Giuliani & Co, Inc.'s A Giuliani 401(k) Retirement Plan held $5.9M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Chris Giuliani signed A.Giuliani & Co, Inc.'s 2024 Form 5500 as plan administrator.

Chris Giuliani — 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

A.Giuliani & Co, Inc.'s EIN is 23-2362815.

EIN 23-2362815

Plan number 002

Plan year 2024

ACK ID 20250520142757NAL0001279505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A.Giuliani & Co, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A.Giuliani & Co, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.GIULIANI & CO, INC.

Finding similar companies…

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