VITALE & CAPUTO WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$41K
Net assets (EOY)
$41K
Plan health score
91
/ 100
Grade A
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
67
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VITALE & CAPUTO WEALTH MANAGEMENT LLC.
Plan sponsor
Name
VITALE & CAPUTO WEALTH MANAGEMENT LLC
EIN
46-5570968
Address
99 CONIFER HILL DRIVE, SUITE 202 · DANVERS, MA · 01923
