How big is Costello & Folchetti, LLP's plan?

Costello & Folchetti, LLP's plan reported $716K in assets and 3 participants for 2023.

Original filing (PDF)20241006062257NAL0013822081001

Costello & Folchetti, LLP

Name: Costello & Folchetti, LLP — Costello & Folchetti, Form 5500 (2023)
Creator: Costello & Folchetti, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Costello & Folchetti, LLP Employees' Savings & Profit Sharing Plan

401(k) retirement plan · Costello & Folchetti, LLP's Costello & Folchetti, LLP Employees' Savings & Profit Sharing Plan held $716K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$716K

Net assets (EOY)

$716K

Plan identifiers

Costello & Folchetti, LLP's EIN is 35-1734845.

EIN 35-1734845

Plan number 001

Plan year 2023

ACK ID 20241006062257NAL0013822081001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Costello & Folchetti, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Costello & Folchetti, LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COSTELLO & FOLCHETTI, LLP.

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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