How big is J. Vitucci Financial Services, Inc.'s plan?

J. Vitucci Financial Services, Inc.'s plan reported $3.1M in assets and 3 participants for 2024.

Original filing (PDF)20250904135153NAL0016334497001

J. Vitucci Financial Services, Inc.

Name: J. Vitucci Financial Services, Inc. — J. Vitucci, Form 5500 (2024)
Creator: J. Vitucci Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Vitucci Financial Services, Inc. 401(k) Plan

401(k) retirement plan · J. Vitucci Financial Services, Inc.'s J. Vitucci Financial Services, Inc. 401(k) Plan held $3.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Jason Vitucci signed J. Vitucci Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Jason Vitucci — 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

J. Vitucci Financial Services, Inc.'s EIN is 26-3809322.

EIN 26-3809322

Plan number 001

Plan year 2024

ACK ID 20250904135153NAL0016334497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Vitucci Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Vitucci Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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