Original filing (PDF)20250905123132NAL0017133537001

WILSON & DATTILO, LLC

Name: WILSON & DATTILO, LLC — KEYSTONE CPG 401(K) PLAN, Form 5500 (2024)
Creator: WILSON & DATTILO, LLC

Form 5500-SF

FILING_RECEIVED

KEYSTONE CPG 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILSON & DATTILO, LLC.

Plan sponsor

Name

WILSON & DATTILO, LLC

EIN

47-1050070

Address

349 WEST COMMERCIAL STREET · SUITE 2000 · EAST ROCHESTER, NY · 14445

Phone

(585) 484-0194

Industry

Finance & Insurancesee 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

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TALANTON ADVISORS, LLC

TALANTON ADVISORS, LLC 401(K) P/S PLAN

$197K · 6 participants

MS FINANCIAL RESOURCES, INC.

MS FINANCIAL RESOURCES 401(K) PLAN

$197K · 2 participants

DAVID M. HIROSE & ASSOCIATES, LLC

DAVID M. HIROSE & ASSOCIATES, LLC 401(K) PLAN

$197K · 2 participants

CHAD M HOLLAND, INC.

CHAD M HOLLAND, INC. 401(K) P/S PLAN

$197K · 3 participants

IN TOUCH FINANCIAL SERVICES

IN TOUCH FINANCIAL SERVICES 401(K) PLAN