How big is The Fedeli Group, Inc.'s plan?

The Fedeli Group, Inc.'s plan reported $290K in assets and 23 participants for 2024.

Original filing (PDF)20251010090120NAL0007839457001

The Fedeli Group, Inc.

Name: The Fedeli Group, Inc. — The Fedeli Group, LLC, Form 5500 (2024)
Creator: The Fedeli Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Fedeli Group, LLC Qualified Replacement Plan and Trust

Defined-contribution retirement plan · The Fedeli Group, Inc.'s The Fedeli Group, LLC Qualified Replacement Plan and Trust held $290K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

People on this filing

Jennifer Tookman signed The Fedeli Group, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Tookman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Fedeli Group, Inc.'s EIN is 34-1310398.

EIN 34-1310398

Plan number 004

Plan year 2024

ACK ID 20251010090120NAL0007839457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Fedeli Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Fedeli Group, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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