Original filing (PDF)20250725071938NAL0013952434001

KWEIT, MANTELL & DELUCIA, LLP

Name: KWEIT, MANTELL & DELUCIA, LLP — KWEIT, MANTELL & DELUCIA, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KWEIT, MANTELL & DELUCIA, LLP

Form 5500-SF

FILING_RECEIVED

KWEIT, MANTELL & DELUCIA, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 KWEIT, MANTELL & DELUCIA, LLP.

Plan sponsor

Name

KWEIT, MANTELL & DELUCIA, LLP

EIN

26-1657833

Address

225 BROADHOLLOW ROAD STE. 213 · MELVILLE, NY · 11747

Phone

(631) 454-0000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

JAMES S. HOPSON, JR., INC., DBA HOPSON & ASS.

JAMES S. HOPSON JR, INC. DBA HOPSON & ASS. , 401K PROFIT SHARING PLAN & TRUST

$3.4M · 3 participants

AP GROUP INC

AP GROUP 401K PROFIT SHARING PLAN

$3.4M · 26 participants

RYAN GUNSAULS & O'DONNELL LLC

RYAN GUNSAULS & O'DONNELL LLC 401(K) PROFIT SHARING PLAN

$3.4M · 21 participants

ORCOM US, INC.

KVB PARTNERS INC. 401 (K) PROFIT SHARING PLAN

$3.4M · 15 participants

GIOFFRE & COMPANY LLP

GIOFFRE COMPANY LLP 401(K) PROFIT SHARING PLAN & TRUST