Original filing (PDF)20251016122853NAL0003185779001

A.T. ENTERPRISES, INC. D/B/A DELEO & COMPANY

Name: A.T. ENTERPRISES, INC. D/B/A DELEO & COMPANY — DELEO & COMPANY CASH BALANCE PLAN, Form 5500 (2024)
Creator: A.T. ENTERPRISES, INC. D/B/A DELEO & COMPANY

Form 5500-SF

FILING_RECEIVED

DELEO & COMPANY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$455K

Net assets (EOY)

$455K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.T. ENTERPRISES, INC. D/B/A DELEO & COMPANY.

Plan sponsor

Name

A.T. ENTERPRISES, INC. D/B/A DELEO & COMPANY

EIN

81-3464595all filings

Address

12 ASPETUCK AVENUE · NEW MILFORD, CT · 06776

Phone

(860) 354-9301

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator