How big is Ugalde & Rzonca, LLP's plan?

Ugalde & Rzonca, LLP's plan reported $645K in assets and 17 participants for 2023.

Original filing (PDF)20241015134059NAL0016513443001

Ugalde & Rzonca, LLP

Name: Ugalde & Rzonca, LLP — Ugalde & Rzonca 401(k) Plan, Form 5500 (2023)
Creator: Ugalde & Rzonca, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ugalde & Rzonca 401(k) Plan

401(k) retirement plan · Ugalde & Rzonca, LLP's Ugalde & Rzonca 401(k) Plan held $645K in plan assets for 17 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$645K

Net assets (EOY)

$645K

Plan identifiers

Ugalde & Rzonca, LLP's EIN is 80-0614259.

EIN 80-0614259

Plan number 001

Plan year 2023

ACK ID 20241015134059NAL0016513443001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ugalde & Rzonca, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ugalde & Rzonca, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UGALDE & RZONCA, LLP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

UGALDE & RZONCA, LLP

EIN

all filings

Address

97-77 QUEENS BLVD, SUITE 800 · QUEENS, NY · 11374

Phone

(718) 275-3660

Industry

Law Offices· Professional & Technical Services

Plan administrator