Back to filter
Original filing (PDF)20250520122833NAL0001198545001
MARK D. ALLIOD, CPA, PC
Form 5500-SF
FILING_RECEIVED
MDA, CPA 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
15
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK D. ALLIOD, CPA, PC.
Plan sponsor
Name
MARK D. ALLIOD, CPA, PC
EIN
56-2476239
Address
348 HARTFORD TURNPIKE, SUITE 201 · VERNON, CT · 06066
Phone
(860) 648-9503
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
2025-05-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
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 providersRelated plans
Similar-size CPA Offices plans
LIN CHAI RAWLINSON, CPA, PC
LIN CHAI RAWLINSON, C.P.A., P.C. 401(K) PROFIT SHARING PLAN
$3.0M · 18 participants
HEROUX & COMPANY, LLP
HEROUX & COMPANY, LLP 401(K) PROFIT SHARING PLAN
$3.0M · 9 participants
HINKLE, RHINE AND ROOT, L.L.P
HINKLE, RICHTER & RHINE THRIFT & PROFIT SHARING PLAN
$3.0M · 14 participants
TOBIN & HANSON, SC
TOBIN & HANSON, SC 401(K) PROFIT SHARING PLAN
$3.0M · 9 participants
PRAGUE & COMPANY, P.C.
PRAGUE & COMPANY, P.C. 401(K) RETIREMENT PLAN
$3.0M · 16 participants
WEINSTEIN & WOHLAFKA, CPAS, P.C.
WEINSTEIN & WOHLAFKA, CPA, P.C. 401(K) PROFIT SHARING PLAN
$3.0M · 11 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B