· 2022–2024 · DOL EFAST2

SAVASTANO, KAUFMAN & COMPANY LLC — SAVASTANO, KAUFMAN & COMPANY LLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20251002154341NAL0000669729001

SAVASTANO, KAUFMAN & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

SAVASTANO, KAUFMAN & COMPANY LLC 401(K) PLAN

401(k) retirement plan

Active participants

22

Accounts w/ balance

3

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

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

50

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAVASTANO, KAUFMAN & COMPANY LLC.

Plan sponsor

Name

SAVASTANO, KAUFMAN & COMPANY LLC

EIN

71-0917675all filings

Address

21-00 ROUTE 208 STE 120 · FAIR LAWN, NJ · 074102604

Phone

(201) 796-7300

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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

PATHWISE CPA GROUP

PATHWISE CPA GROUP

$135K · 5 participants

WARD CPA ACCOUNTING SERVICES P.C

WARD CPA ACCOUNTING SERVICES P.C 401(K) PLAN

$135K · 5 participants

COKELEY & ASSOCIATES, PLLC

COKELEY & ASSOCIATES, PLLC, 401(K) PLAN

$135K · 3 participants

HOSKINS & COMPANY PC

HOSKINS & COMPANY PC 401(K) PROFIT SHARING PLAN

$135K · 9 participants

GILES & ASSOCIATES, CPAS

GILES & ASSOCIATES, CPAS 401(K) PLAN

$134K · 7 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.