Original filing (PDF)20250623145755NAL0003792467001

DI RENZO & BOMIER LLC

Name: DI RENZO & BOMIER LLC — DI RENZO & BOMIER 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: DI RENZO & BOMIER LLC

Form 5500-SF

FILING_RECEIVED

DI RENZO & BOMIER 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 DI RENZO & BOMIER LLC.

Plan sponsor

Name

DI RENZO & BOMIER LLC

EIN

39-1952628

Address

TWO NEENAH CENTER SUITE 702 · NEENAH, WI · 549570788

Phone

(920) 725-8464

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-06-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2J · 401(k) feature

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

BACHMAN CPA AND COMPANY, P.C.

BCPACO 401(K) PROFIT SHARING PLAN

$1.9M · 4 participants

BRENEMAN & COMPANY, PC

BRENEMAN & COMPANY, PC 401(K) PROFIT SHARING PLAN

$1.9M · 3 participants

APPLEBAUM, HERZOG & ASSOCIATES, P.

APPLEBAUM, HERZOG & ASSOCIATES, P.C. 401(K) PLAN

$1.9M · 3 participants

ZOMMA GROUP, LLP

ZOMMA GROUP, LLP 401(K) RETIREMENT PLAN

$1.9M · 21 participants

CLARUS PARTNERS ADVISORS, LLC

CLARUS PARTNERS ADVISORS, LLC CASH BALANCE PENSION PLAN