How big is Robert V. Somma's plan?

Robert V. Somma's plan reported $5.1M in assets and 4 participants for 2024.

Original filing (PDF)20250410114532NAL0040869282001

Robert V. Somma

Name: Robert V. Somma — Robert V. Somma Profit-Sharing, Form 5500 (2024)
Creator: Robert V. Somma
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert V. Somma Profit-Sharing Plan

401(k) retirement plan · Robert V. Somma's Robert V. Somma Profit-Sharing Plan held $5.1M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Robert V. Somma signed Robert V. Somma's 2024 Form 5500 as plan administrator.

Robert V. Somma — 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

Robert V. Somma's EIN is 58-2583497.

EIN 58-2583497

Plan number 002

Plan year 2024

ACK ID 20250410114532NAL0040869282001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert V. Somma from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert V. Somma's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT V. SOMMA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ROBERT V. SOMMA

EIN

all filings

Address

2425 POST ROAD · SUITE 302 · SOUTHPORT, CT · 06890

Phone

(203) 222-4994

Industry

Finance & Insurance

Plan administrator