Original filing (PDF)20250923160108NAL0009438226001

SIOLI & ASSOCIATES PLLC

Name: SIOLI & ASSOCIATES PLLC — SIOLI & ASSOCIATES PLLC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SIOLI & ASSOCIATES PLLC

Form 5500-SF

FILING_RECEIVED

SIOLI & ASSOCIATES PLLC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIOLI & ASSOCIATES PLLC.

Plan sponsor

Name

SIOLI & ASSOCIATES PLLC

EIN

46-5714784

Address

9155 S DADELAND BLVD · SUITE 1600 · MIAMI, FL · 33156

Phone

(305) 510-1188

Industry

Law 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

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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