How big is Vatalaro & Associates, PLLC's plan?

Vatalaro & Associates, PLLC's plan reported $580K in assets and 1 participants for 2024.

Original filing (PDF)20251014221507NAL0003663121001

Vatalaro & Associates, PLLC

Name: Vatalaro & Associates, PLLC — Vatalaro & Associates, Form 5500 (2024)
Creator: Vatalaro & Associates, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vatalaro & Associates, PLLC 401(k) Plan

401(k) retirement plan · Vatalaro & Associates, PLLC's Vatalaro & Associates, PLLC 401(k) Plan held $580K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

People on this filing

Robin S Vatalaro signed Vatalaro & Associates, PLLC's 2024 Form 5500 as plan administrator.

Robin S Vatalaro — 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

Vatalaro & Associates, PLLC's EIN is 77-0624307.

EIN 77-0624307

Plan number 001

Plan year 2024

ACK ID 20251014221507NAL0003663121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vatalaro & Associates, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vatalaro & Associates, PLLC's plan includes 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 VATALARO & ASSOCIATES, PLLC.

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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 (98th percentile).

Plan sponsor

Name

VATALARO & ASSOCIATES, PLLC

EIN

all filings

Address

14950 EAST JEFFERSON AVE SUITE 170 · GROSSE POINTE PARK, MI · 482302039

Phone

(313) 824-9855

Industry

CPA Offices· Professional & Technical Services

Plan administrator