Original filing (PDF)20251002125907NAL0000349459001

FINAZZO COSSOLINI O'LEARY MEOLA & H

Name: FINAZZO COSSOLINI O'LEARY MEOLA & H — FINAZZO COSSOLINI O'LEARY MEOLA & HAGER 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FINAZZO COSSOLINI O'LEARY MEOLA & H

Form 5500-SF

FILING_RECEIVED

FINAZZO COSSOLINI O'LEARY MEOLA & HAGER 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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 FINAZZO COSSOLINI O'LEARY MEOLA & H.

Plan sponsor

Name

FINAZZO COSSOLINI O'LEARY MEOLA & H

EIN

26-3046894

Address

67 EAST PARK PLACE, SUITE 901 · MORRISTOWN, NJ · 07960

Phone

(973) 343-4960

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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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