How big is Robert Errico Inc.'s plan?

Robert Errico Inc.'s plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20251001102440NAL0014089392001

Robert Errico Inc.

Name: Robert Errico Inc. — Robert L. Errico, CFP 401(k), Form 5500 (2024)
Creator: Robert Errico Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert L. Errico, CFP 401(k) Profit Sharing Plan

401(k) retirement plan · Robert Errico Inc.'s Robert L. Errico, CFP 401(k) Profit Sharing Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Robert Errico Inc.'s EIN is 33-0873327.

EIN 33-0873327

Plan number 002

Plan year 2024

ACK ID 20251001102440NAL0014089392001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Errico Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT ERRICO INC.

Finding similar companies…

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