Original filing (PDF)20250411154134NAL0014218579001

DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC.

Name: DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. — DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 401(K) PLAN, Form 5500 (2024)
Creator: DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC.

Form 5500-SF

FILING_RECEIVED

DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$856K

Net assets (EOY)

$856K

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC..

Plan sponsor

Name

DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC.

EIN

32-0361390all filings

Address

79 BRIDGEPORT AVE · 1ST FLOOR · SHELTON, CT · 06484

Phone

(203) 924-5419

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator