Original filing (PDF)20250731150822NAL0003185779001

BALDELLI & COMPANY CPAS LLC

Name: BALDELLI & COMPANY CPAS LLC — BALDELLI & COMPANY CPAS LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: BALDELLI & COMPANY CPAS LLC

Form 5500-SF

FILING_RECEIVED

BALDELLI & COMPANY CPAS LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 BALDELLI & COMPANY CPAS LLC.

Plan sponsor

Name

BALDELLI & COMPANY CPAS LLC

EIN

46-1130797

Address

PO BOX 1129 · WOODBURY, CT · 067981129

Phone

(203) 266-4152

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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