Original filing (PDF)20250415220135NAL0004105361068

CAMPOLO AND ASSOCIATES LLC

Name: CAMPOLO AND ASSOCIATES LLC — CAMPOLO AND ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: CAMPOLO AND ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

CAMPOLO AND ASSOCIATES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$401K

Net assets (EOY)

$401K

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 average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CAMPOLO AND ASSOCIATES LLC

EIN

31-1274817all filings

Address

6543 COMMERCE PKWY · SUITE C · DUBLIN, OH · 43017

Phone

(614) 539-2112

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

TAGAWA & HO LLP

TAGAWA & HO, LLP 401K PLAN

$401K · 14 participants

WEINBERG BARTON & COMPANY

WEINBERG BARTON COMPANY 401K PROFIT SHARING PLAN & TRUST

$401K · 1 participants

SHEFFIELD & SHEFFIELD, LLC

SHEFFIELD & SHEFFIELD, LLC 401(K) PROFIT SHARING PLAN

$401K · 10 participants

STATZ ACCOUNTING & TAX SERVICES, LLC

STATZ ACCOUNTING & TAX SERVICES, LLC 401(K) PLAN

$401K · 1 participants

PETER KOSTOPOULOS C.P.A., P.C.

PETER KOSTOPOULOS C.P.A., P.C. 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.