Original filing (PDF)20250915122045NAL0001091729001

ANDREOZZI & ASSOCIATES, P.C.

Name: ANDREOZZI & ASSOCIATES, P.C. — ANDREOZZI 401(K) PLAN, Form 5500 (2024)
Creator: ANDREOZZI & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

ANDREOZZI 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 ANDREOZZI & ASSOCIATES, P.C..

Plan sponsor

Name

ANDREOZZI & ASSOCIATES, P.C.

EIN

27-1932112

Address

4503 N. FRONT STREET · HARRISBURG, PA · 17110

Phone

(717) 525-9124

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

2025-09-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

GRAVIS LAW, PLLC

GRAVIS LAW, PLLC 401(K) PLAN

$4.2M · 184 participants

LAW OFFICES OF SANTOS GOMEZ

LAW OFFICES OF SANTOS GOMEZ RETIREMENT PLAN

$4.2M · 2 participants

ASPEY, WATKINS AND DIESEL, P.L.L.C.

ASPEY, WATKINS AND DIESEL, P. L. L. C. 401(K) PLAN

$4.2M · 41 participants

TARKINGTON, O'NEILL, BARRACK & CHONG

TARKINGTON, O'NEILL, BARRACK & CHONG 401(K) RETIREMENT SAVINGS PLAN

$4.2M · 4 participants

MARLER CLARK, INC., P.S.

MARLER CLARK, INC., P.S. 401(K) PROFIT SHARING PLAN