Original filing (PDF)20250530150758NAL0021376850001

MARIO SERRALTA & ASSOCIATES

Name: MARIO SERRALTA & ASSOCIATES — MARIO SERRALTA PA, Form 5500 (2024)
Creator: MARIO SERRALTA & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

MARIO SERRALTA PA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$572K

Net assets (EOY)

$572K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARIO SERRALTA & ASSOCIATES.

Plan sponsor

Name

MARIO SERRALTA & ASSOCIATES

EIN

65-0991722all filings

Address

7900 MIAMI LAKES DR W 3RD FLR · MIAMI LAKES, FL · 33016

Phone

(305) 326-0501

Industry