Original filing (PDF)20250312115659NAL0038075330001

DIORIO & SERENI, L. L. P.

Name: DIORIO & SERENI, L. L. P. — DIORIO & SERENI, L.L.P. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DIORIO & SERENI, L. L. P.

Form 5500-SF

FILING_RECEIVED

DIORIO & SERENI, L.L.P. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 DIORIO & SERENI, L. L. P..

Plan sponsor

Name

DIORIO & SERENI, L. L. P.

EIN

23-2906843

Address

FRONT AND PLUM STREETS · P.O. BOX 1789 · MEDIA, PA · 19063

Phone

(610) 565-5700

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

2025-03-12

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Service providers (Schedule C)

Small plans don't disclose service providers

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