How big is Assalone & Associates, LLC's plan?

Assalone & Associates, LLC's plan reported $1.0M in assets and 6 participants for 2024.

Original filing (PDF)20250616204023NAL0000654867001

Assalone & Associates, LLC

Name: Assalone & Associates, LLC — Assalone & Associates, Form 5500 (2024)
Creator: Assalone & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assalone & Associates, LLC 401(k) Plan

401(k) retirement plan · Assalone & Associates, LLC's Assalone & Associates, LLC 401(k) Plan held $1.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Assalone & Associates, LLC's EIN is 26-3953839.

EIN 26-3953839

Plan number 001

Plan year 2024

ACK ID 20250616204023NAL0000654867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Assalone & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Assalone & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ASSALONE & ASSOCIATES, LLC

EIN

all filings

Address

300 CENTERVILLE ROAD · SUMMIT WEST SUITE 305 · WARWICK, RI · 02886

Phone

(401) 400-4400

Industry

Law Offices· Professional & Technical Services

Plan administrator