Original filing (PDF)20250703144221NAL0001596354001

CALLOCCHIA LAW FIRM PLLC

Name: CALLOCCHIA LAW FIRM PLLC — CALLOCCHIA LAW FIRM 401(K) PLAN, Form 5500 (2024)
Creator: CALLOCCHIA LAW FIRM PLLC

Form 5500-SF

FILING_RECEIVED

CALLOCCHIA LAW FIRM 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$756K

Net assets (EOY)

$756K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALLOCCHIA LAW FIRM PLLC.

Plan sponsor

Name

CALLOCCHIA LAW FIRM PLLC

EIN

81-4873669

Address

16 BIDWELL PARKWAY · BUFFALO, NY · 14222

Phone

(716) 807-2686

Industry

Law 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

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

STEPHEN L. MOLINSEK, LLC

STEPHEN L. MOLINSEK, LLC 401(K) PROFIT SHARING PLAN

$756K · 3 participants

HENRY C. DAILEY, JR., P.C.

HENRY C. DAILEY, JR., P.C. 401(K) RETIREMENT PLAN

$756K · 7 participants

JACKSON LAW PC

JACKSON LAW 401(K) PLAN

$756K · 28 participants

STOLL, GLICKMAN & BELLINA, LLP

STOLL, GLICKMAN & BELLINA, LLP PROFIT SHARING PLAN

$756K · 3 participants

TURBITT, LEACH & CRUM, PLLC

TURBITT, LEACH & CRUM, PLLC RETIREMENT PLAN