How big is Passarella and Associates, Inc.'s plan?

Passarella and Associates, Inc.'s plan reported $5.9M in assets and 28 participants for 2024.

Original filing (PDF)20250605150215NAL0020521664001

Passarella and Associates, Inc.

Name: Passarella and Associates, Inc. — Passarella and, Form 5500 (2024)
Creator: Passarella and Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Passarella and Associates, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Passarella and Associates, Inc.'s Passarella and Associates, Inc. 401(k) Profit Sharing Plan & Trust held $5.9M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Passarella and Associates, Inc.'s EIN is 65-0667105.

EIN 65-0667105

Plan number 001

Plan year 2024

ACK ID 20250605150215NAL0020521664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Passarella and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Passarella and Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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