Original filing (PDF)20251003150547NAL0000872227001

DISPENZIERE & ASSOCIATES LLC

Name: DISPENZIERE & ASSOCIATES LLC — DISPENZIERE & ASSOCIATES LLC 401(K) PLAN, Form 5500 (2024)
Creator: DISPENZIERE & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

DISPENZIERE & ASSOCIATES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$784K

Net assets (EOY)

$784K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DISPENZIERE & ASSOCIATES LLC.

Plan sponsor

Name

DISPENZIERE & ASSOCIATES LLC

EIN

26-2899749all filings

Address

46 WILSON DRIVE · SPARTA, NJ · 07871

Phone

(973) 729-7120

Industry

CPA 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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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

JOHNSON & ASSOCIATES, AN ACCOUNTANCY CORPORATION

JOHNSON & ASSOCIATES 401(K) PLAN

$784K · 8 participants

BERTELETTI, DESROCHERS & COMPANY, P.C.

BERTELETTI, DESROCHERS & COMPANY, PC 401(K) PLAN

$784K · 6 participants

BAILEY AND COMPANY, CHARTERED

BAILEY & COMPANY 401(K) PLAN

$784K · 7 participants

MEDINA, HORNING & KRUSE, LLP

MHK LLP 401(K) PLAN

$784K · 7 participants

LENNING TAX & ACCOUNTING SERVICES, INC.

LENNING TAX & ACCOUNTING SERVICES, INC. PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.