How big is Scott Tomei CFP's plan?

Scott Tomei CFP's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20250929123154NAL0011288545001

Scott Tomei CFP

Name: Scott Tomei CFP — Scott Tomei, CFP 401(k) Plan, Form 5500 (2024)
Creator: Scott Tomei CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Tomei, CFP 401(k) Plan

401(k) retirement plan · Scott Tomei CFP's Scott Tomei, CFP 401(k) Plan held $1.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Scott Tomei signed Scott Tomei CFP's 2024 Form 5500 as plan administrator.

Scott Tomei — 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

Scott Tomei CFP's EIN is 27-2429107.

EIN 27-2429107

Plan number 001

Plan year 2024

ACK ID 20250929123154NAL0011288545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scott Tomei CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scott Tomei CFP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTT TOMEI CFP.

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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