How big is Esposito Financial, LLC's plan?

Esposito Financial, LLC's plan reported $360K in assets and 2 participants for 2024.

Original filing (PDF)20250620093153NAL0009378082001

Esposito Financial, LLC

Name: Esposito Financial, LLC — FAIR Street Advisors, Form 5500 (2024)
Creator: Esposito Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FAIR Street Advisors 401(k) Plan

401(k) retirement plan · Esposito Financial, LLC's FAIR Street Advisors 401(k) Plan held $360K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

People on this filing

Vincent Esposito signed Esposito Financial, LLC's 2024 Form 5500 as plan administrator.

Vincent Esposito — 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

Esposito Financial, LLC's EIN is 41-2180094.

EIN 41-2180094

Plan number 001

Plan year 2024

ACK ID 20250620093153NAL0009378082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Esposito Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Esposito Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESPOSITO FINANCIAL, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ESPOSITO FINANCIAL, LLC

EIN

all filings

Address

101 FAIR ST · GUILFORD, CT · 06437

Phone

(203) 446-3800

Industry

Finance & Insurance

Plan administrator