How big is Costa & SON, LLC's plan?

Costa & SON, LLC's plan reported $350K in assets and 8 participants for 2025.

Original filing (PDF)20260415080509NAL0020709088001

Costa & SON, LLC

Name: Costa & SON, LLC — The Contractors Retirement Plan, Form 5500 (2025)
Creator: Costa & SON, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Contractors Retirement Plan

Defined-contribution retirement plan · Costa & SON, LLC's The Contractors Retirement Plan held $350K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

People on this filing

Marie Costa signed Costa & SON, LLC's 2025 Form 5500 as plan administrator.

Marie Costa — 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

Costa & SON, LLC's EIN is 30-0933822.

EIN 30-0933822

Plan number 001

Plan year 2025

ACK ID 20260415080509NAL0020709088001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Costa & SON, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Costa & SON, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COSTA & SON, LLC.

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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

COSTA & SON, LLC

EIN

all filings

Address

75 COMMERCE WAY · SOUTH WINDSOR, CT · 06074

Phone

(860) 870-9420

Industry

Construction

Plan administrator