Original filing (PDF)20250721151346NAL0001344961001

GATTI & COMPANY LLC

Name: GATTI & COMPANY LLC — GATTI & COMPANY LLC 401K PLAN, Form 5500 (2024)
Creator: GATTI & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

GATTI & COMPANY LLC 401K PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 GATTI & COMPANY LLC.

Plan sponsor

Name

GATTI & COMPANY LLC

EIN

55-0810992

Address

444 CREAMERY WAY STE 500 · EXTON, PA · 193412583

Phone

(610) 594-5000

Industry

CPA 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

2025-07-21

Pension benefit codes

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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