Original filing (PDF)20251001102440NAL0014089392001

ROBERT ERRICO INC

Name: ROBERT ERRICO INC — ROBERT L. ERRICO, CFP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT ERRICO INC

Form 5500-SF

FILING_RECEIVED

ROBERT L. ERRICO, CFP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT ERRICO INC.

Plan sponsor

Name

ROBERT ERRICO INC

EIN

33-0873327

Address

3991 MACARTHUR BLVD., SUITE 250 · NEWPORT BEACH, CA · 92660

Phone

(949) 224-1751

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2K · 401(m) arrangement

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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