How big is Vitale & Caputo Wealth Management LLC's plan?

Vitale & Caputo Wealth Management LLC's plan reported $41K in assets and 1 participants for 2023.

Original filing (PDF)20241014095358NAL0044057968001

Vitale & Caputo Wealth Management LLC

Name: Vitale & Caputo Wealth Management LLC — Vitale &, Form 5500 (2023)
Creator: Vitale & Caputo Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vitale & Caputo Wealth Management LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Vitale & Caputo Wealth Management LLC's Vitale & Caputo Wealth Management LLC 401(k) Profit Sharing Plan held $41K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

Plan identifiers

Vitale & Caputo Wealth Management LLC's EIN is 46-5570968.

EIN 46-5570968

Plan number 001

Plan year 2023

ACK ID 20241014095358NAL0044057968001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Vitale & Caputo Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Vitale & Caputo Wealth Management 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 VITALE & CAPUTO WEALTH MANAGEMENT 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