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Original filing (PDF)20251013102519NAL0000484323001
ALBERTELLI LAW
Form 5500
FILING_RECEIVED
ALBERTELLI LAW 401(K) PLAN
401(k) retirement plan
Active participants
188
Accounts w/ balance
218
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
27 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALBERTELLI LAW.
Plan sponsor
Name
ALBERTELLI LAW
EIN
26-0659686
Address
5404 CYPRESS CENTER DR, STE 300 · TAMPA, FL · 33609
Phone
(813) 221-4743
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
RIVERO, GORDIMER & COMPANY, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $20K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | TPA | $9K | — |
Investments
3 direct securities · 27 pooled funds· $7.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$7.1M
27 holdings
Uncategorized
$184K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COLUMBIA DIVIDEND INCOME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 635 | Pooled Separate Account | — | — | $857K | 11.7% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $805K | 11.0% | |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 249 | Pooled Separate Account | — | — | $783K | 10.7% | |
| COLUMBIA CONTRARIAN CORE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 634 | Pooled Separate Account | — | — | $460K | 6.3% | |
| NEUBERGER BERMAN STRATEGIC INC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 777 | Pooled Separate Account | — | — | $452K | 6.2% | |
| WESTERN ASSET CORE PLUS BOND RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 614 | Pooled Separate Account | — | — | $444K | 6.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $442K | 6.0% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $418K | 5.7% | |
| AMERICAN CENTURY GOVERNMENT BOND RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 355 | Pooled Separate Account | — | — | $401K | 5.5% | |
| TRANSAMERICA INTL GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 669 | Pooled Separate Account | — | — | $384K | 5.2% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $276K | 3.8% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 583 | Pooled Separate Account | — | — | $226K | 3.1% | |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 741 | Pooled Separate Account | — | — | $224K | 3.1% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 712 | Pooled Separate Account | — | — | $223K | 3.0% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $209K | 2.8% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $205K | 2.8% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $204K | 2.8% | |
| Party of Identity of Issue, Borrower, Lessor, or Maturity Date, Rate of Interest, Interest Similar Party Collateral, Par, or Maturity Value Cost Current Value * Transamerica Stable Value Core Option Guaranteed Interest Account - | — | — | — | $114K | 1.6% | |
| MFS UTILITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 519 | Pooled Separate Account | — | — | $87K | 1.2% | |
| Participant loans (notes receivable from participants) Interest rates of 4.25% - 9.50% - | — | — | — | $68K | 0.9% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $5K | <0.1% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $4K | <0.1% | |
| TRANSAMERICA LIFEGOALRET WITH BLACK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Party-in-interest to the Plan (b) Department of Labor Regulation 2520.103-11(d) allows the exclusion of participant directed | — | — | — | $3K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TRANSAMERICA LG 2060 WITH BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $170 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $0 | <0.1% |
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