Original filing (PDF)20250422124428NAL0009149906001

VECCHIO, CARRIER & FELDMAN, P.A.

Name: VECCHIO, CARRIER & FELDMAN, P.A. — VECCHIO, CARRIER & FELDMAN, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: VECCHIO, CARRIER & FELDMAN, P.A.

Form 5500-SF

FILING_RECEIVED

VECCHIO, CARRIER & FELDMAN, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 VECCHIO, CARRIER & FELDMAN, P.A..

Plan sponsor

Name

VECCHIO, CARRIER & FELDMAN, P.A.

EIN

59-3094798

Address

3308 CLEVELAND HEIGHTS BLVD. · LAKELAND, FL · 338034717

Phone

(863) 701-2100

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

THE SENATORS FIRM, LLP

THE SENATORS FIRM, LLP DEFINED BENEFIT PENSION PLAN

$3.4M · 4 participants

RANDALL & STEIN, P.A.

RANDALL & STEIN, P.A. PROFIT SHARING PLAN

$3.4M · 4 participants

RLG LLP

RLG LLP 401(K) PLAN

$3.4M · 8 participants

LAW OFFICE OF JAMES R. VAUGHAN, PC

LAW OFFICE OF JAMES R. VAUGHAN 401(K) PROFIT SHARING PLAN AND TRUST

$3.4M · 41 participants

SHUMAKER, LOOP AND KENDRICK, LLP

SHUMAKER, LOOP AND KENDRICK, LLP ASSOCIATES 401K SAVINGS PLAN