How big is Michael Rinaldi & Co. LLP's plan?

Michael Rinaldi & Co. LLP's plan reported $10.2M in assets and 3 participants for 2024.

Original filing (PDF)20251007102314NAL0004618305001

Michael Rinaldi & Co. LLP

Name: Michael Rinaldi & Co. LLP — Michael Rinaldi & Co., Form 5500 (2024)
Creator: Michael Rinaldi & Co. LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Rinaldi & Co. LLP Profit Sharing Plan

401(k) retirement plan · Michael Rinaldi & Co. LLP's Michael Rinaldi & Co. LLP Profit Sharing Plan held $10.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

Michael Rinaldi signed Michael Rinaldi & Co. LLP's 2024 Form 5500 as plan administrator.

Michael Rinaldi — 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

Michael Rinaldi & Co. LLP's EIN is 48-1267223.

EIN 48-1267223

Plan number 001

Plan year 2024

ACK ID 20251007102314NAL0004618305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael Rinaldi & Co. LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Rinaldi & Co. LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL RINALDI & CO. LLP.

Finding similar companies…

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.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

MICHAEL RINALDI & CO. LLP

EIN

all filings

Address

5028 WISONCONSIN AVENUE, NW,STE 300 · WASHINGTON, DC · 20016

Phone

(202) 363-8500

Industry

CPA Offices· Professional & Technical Services

Plan administrator