How big is Geary, Loperfito & Generelli, LLC's plan?

Geary, Loperfito & Generelli, LLC's plan reported $1.0M in assets and 7 participants for 2024.

Original filing (PDF)20250820135013NAL0003347217001

Geary, Loperfito & Generelli, LLC

Name: Geary, Loperfito & Generelli, LLC — Geary, Loperfito, Form 5500 (2024)
Creator: Geary, Loperfito & Generelli, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Geary, Loperfito & Generelli, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Geary, Loperfito & Generelli, LLC's Geary, Loperfito & Generelli, LLC 401(k) Profit Sharing Plan held $1.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Larry Loperfito signed Geary, Loperfito & Generelli, LLC's 2024 Form 5500 as plan administrator.

Larry Loperfito — 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

Geary, Loperfito & Generelli, LLC's EIN is 25-1715685.

EIN 25-1715685

Plan number 001

Plan year 2024

ACK ID 20250820135013NAL0003347217001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Geary, Loperfito & Generelli, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Geary, Loperfito & Generelli, 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 GEARY, LOPERFITO & GENERELLI, 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 (95th percentile).

Plan sponsor

Name

GEARY, LOPERFITO & GENERELLI, LLC

EIN

all filings

Address

159 LINCOLN AVE · VANDERGRIFT, PA · 15690

Phone

(724) 568-3694

Industry

Law Offices· Professional & Technical Services

Plan administrator