How big is Zerilli and Associates PC's plan?

Zerilli and Associates PC's plan reported $197K in assets and 4 participants for 2024.

Original filing (PDF)20250828153058NAL0010599777001

Zerilli and Associates PC

Name: Zerilli and Associates PC — Zerilli and Associates, Form 5500 (2024)
Creator: Zerilli and Associates PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zerilli and Associates PC 401 (K)

401(k) retirement plan · Zerilli and Associates PC's Zerilli and Associates PC 401 (K) held $197K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

People on this filing

Matthew Albanese signed Zerilli and Associates PC's 2024 Form 5500 as plan administrator.

Matthew Albanese — 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

Zerilli and Associates PC's EIN is 47-5641696.

EIN 47-5641696

Plan number 001

Plan year 2024

ACK ID 20250828153058NAL0010599777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zerilli and Associates PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zerilli and Associates PC'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 ZERILLI AND ASSOCIATES PC.

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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