How big is AJ Costello Group LLC's plan?

AJ Costello Group LLC's plan reported $2.5M in assets and 57 participants for 2024.

Original filing (PDF)20250718101459NAL0002359376001

AJ Costello Group LLC

Name: AJ Costello Group LLC — The Costello Group 401(k), Form 5500 (2024)
Creator: AJ Costello Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Costello Group 401(k) Profit Sharing Plan

401(k) retirement plan · AJ Costello Group LLC's The Costello Group 401(k) Profit Sharing Plan held $2.5M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Kimberly HALE signed AJ Costello Group LLC's 2024 Form 5500 as plan administrator.

Kimberly HALE — 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

AJ Costello Group LLC's EIN is 46-2148043.

EIN 46-2148043

Plan number 001

Plan year 2024

ACK ID 20250718101459NAL0002359376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AJ Costello Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AJ Costello Group 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 AJ COSTELLO GROUP 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

AJ COSTELLO GROUP LLC

EIN

all filings

Address

1295 SCOTTSVILLE RD · ROCHESTER, NY · 146245125

Phone

(585) 328-2280

Industry

Real Estate

Plan administrator