How big is Robert K Bongiovanni, CPA's plan?

Robert K Bongiovanni, CPA's plan reported $1.1M in assets and 4 participants for 2025.

Original filing (PDF)20260325224114NAL0005049697001

Robert K Bongiovanni, CPA

Name: Robert K Bongiovanni, CPA — Robert K Bongiovanni, Form 5500 (2025)
Creator: Robert K Bongiovanni, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert K Bongiovanni, CPA Retirement Plan

401(k) retirement plan · Robert K Bongiovanni, CPA's Robert K Bongiovanni, CPA Retirement Plan held $1.1M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Robert K Bongiovanni, CPA's EIN is 27-1214219.

EIN 27-1214219

Plan number 002

Plan year 2025

ACK ID 20260325224114NAL0005049697001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Robert K Bongiovanni, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Robert K Bongiovanni, CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT K BONGIOVANNI, CPA.

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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 (85th percentile).

Plan sponsor

Name

ROBERT K BONGIOVANNI, CPA

EIN

all filings

Address

78 NORTH BRIDGE STREET · SOMERVILLE, NJ · 08876

Phone

(908) 450-7313

Industry

CPA Offices· Professional & Technical Services

Plan administrator