How big is Dipaolo Financial Group's plan?

Dipaolo Financial Group's plan reported $374K in assets and 7 participants for 2024.

Original filing (PDF)20251013102217NAL0002398130001

Dipaolo Financial Group

Name: Dipaolo Financial Group — Dipaolo Financial Group, Form 5500 (2024)
Creator: Dipaolo Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dipaolo Financial Group 401(k) Plan

401(k) retirement plan · Dipaolo Financial Group's Dipaolo Financial Group 401(k) Plan held $374K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

People on this filing

Joseph Dipaolo signed Dipaolo Financial Group's 2024 Form 5500 as plan administrator.

Joseph Dipaolo — 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

Dipaolo Financial Group's EIN is 26-2175081.

EIN 26-2175081

Plan number 001

Plan year 2024

ACK ID 20251013102217NAL0002398130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dipaolo Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dipaolo Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DIPAOLO FINANCIAL GROUP.

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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