How big is Frattallone Wealth Management Group's plan?

Frattallone Wealth Management Group's plan reported $766K in assets and 4 participants for 2024.

Original filing (PDF)20250528123135NAL0006560225001

Frattallone Wealth Management Group

Name: Frattallone Wealth Management Group — Sylvia Frattal, Form 5500 (2024)
Creator: Frattallone Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sylvia Frattallone Defined Benefit Pension Plan

Defined-benefit pension plan · Frattallone Wealth Management Group's Sylvia Frattallone Defined Benefit Pension Plan held $766K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$766K

Net assets (EOY)

$766K

People on this filing

Sylvia Frattallone signed Frattallone Wealth Management Group's 2024 Form 5500 as plan administrator.

Sylvia Frattallone — 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

Frattallone Wealth Management Group's EIN is 27-2846996.

EIN 27-2846996

Plan number 002

Plan year 2024

ACK ID 20250528123135NAL0006560225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Frattallone Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Frattallone Wealth Management Group's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRATTALLONE WEALTH MANAGEMENT GROUP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score