Original filing (PDF)20250502162340NAL0007355280001

VENTO TAX & WEALTH MANAGEMENT

Name: VENTO TAX & WEALTH MANAGEMENT — VENTO TAX & WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: VENTO TAX & WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

VENTO TAX & WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 VENTO TAX & WEALTH MANAGEMENT.

Plan sponsor

Name

VENTO TAX & WEALTH MANAGEMENT

EIN

33-2247032

Address

95 NEW DORP LN · STATEN ISLAND, NY · 103062324

Phone

(718) 980-9000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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