How big is Miceli Financial Services Inc.'s plan?

Miceli Financial Services Inc.'s plan reported $475K in assets and 4 participants for 2024.

Original filing (PDF)20251013113443NAL0001841312001

Miceli Financial Services Inc.

Name: Miceli Financial Services Inc. — Miceli Financial, Form 5500 (2024)
Creator: Miceli Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Miceli Financial Services Inc. 401(k) Plan

401(k) retirement plan · Miceli Financial Services Inc.'s Miceli Financial Services Inc. 401(k) Plan held $475K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$475K

Net assets (EOY)

$475K

People on this filing

Joseph a Miceli signed Miceli Financial Services Inc.'s 2024 Form 5500 as plan administrator.

Joseph a Miceli — 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

Miceli Financial Services Inc.'s EIN is 27-4219701.

EIN 27-4219701

Plan number 001

Plan year 2024

ACK ID 20251013113443NAL0001841312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Miceli Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Miceli Financial Services Inc.'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 (89th percentile).

Plan sponsor

Name

MICELI FINANCIAL SERVICES INC.

EIN

all filings

Address

260 E. ARMY TRAIL ROAD · SUITE F · BARTLETT, IL · 601033005

Phone

(630) 372-2291

Industry

Finance & Insurance

Plan administrator