Original filing (PDF)20251218175452NAL0012380322001

SANTONI, PAULK & GLOS, LLC

Name: SANTONI, PAULK & GLOS, LLC — SANTONI PAULK & GLOS LLC 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: SANTONI, PAULK & GLOS, LLC

Form 5500-SF

FILING_RECEIVED

SANTONI PAULK & GLOS LLC 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANTONI, PAULK & GLOS, LLC.

Plan sponsor

Name

SANTONI, PAULK & GLOS, LLC

EIN

52-2308068

Address

20 E. TIMONIUM ROAD · SUITE 301 · LUTHERVILLE TIMONIUM, MD · 21093

Phone

(410) 252-7322

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-26

Filed

2025-12-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

MEDTAX CPAS PA

MEDTAX CPAS PA PENSION PLAN

BERMAN & RUSENKO LLC

RONALD D WINTER & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANT AND CONS

RONALD D WINTER & ASSOCIATES PROFIT SHARING PLAN

COOPER, MOSS, RESNICK, KLEIN & CO., LLP

COOPER, MOSS, RESNICK, KLEIN & CO., LLP PROFIT SHARING PLAN

GORDON & ASSOCIATES AN ACCOUNTAN

GORDON & ASSOCIATES 401(K) PLAN