How big is Ricotta, Mattery, Callocchia, Markel & Cassert's plan?

Ricotta, Mattery, Callocchia, Markel & Cassert's plan reported $378K in assets and 13 participants for 2024.

Original filing (PDF)20250917175907NAL0000942482001

Ricotta, Mattery, Callocchia, Markel & Cassert

Name: Ricotta, Mattery, Callocchia, Markel & Cassert — Form 5500 Plan 001 (2024)
Creator: Ricotta, Mattery, Callocchia, Markel & Cassert
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ricotta, Mattrey, Callocchia, Markel & Cassert 401(k) Profit Sharing Plan

401(k) retirement plan · Ricotta, Mattery, Callocchia, Markel & Cassert's Ricotta, Mattrey, Callocchia, Markel & Cassert 401(k) Profit Sharing Plan held $378K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

People on this filing

Kevin Ricotta signed Ricotta, Mattery, Callocchia, Markel & Cassert's 2024 Form 5500 as plan administrator.

Kevin Ricotta — 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

Ricotta, Mattery, Callocchia, Markel & Cassert's EIN is 46-2493744.

EIN 46-2493744

Plan number 001

Plan year 2024

ACK ID 20250917175907NAL0000942482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ricotta, Mattery, Callocchia, Markel & Cassert from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ricotta, Mattery, Callocchia, Markel & Cassert'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 RICOTTA, MATTERY, CALLOCCHIA, MARKEL & CASSERT.

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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