JOHN P. CATALDO JR. AND ASSOCIATES, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score
88
/ 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
57
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN P. CATALDO JR. AND ASSOCIAT.
Plan sponsor
Name
JOHN P. CATALDO JR. AND ASSOCIAT
EIN
23-2745928
Address
2370 YORK ROAD SUITE C - 2 · JAMISON, PA · 18929
Phone
(215) 491-9566
Industry
CPA Offices· Professional & Technical Servicessee all
