Original filing (PDF)20250609125428NAL0010999555001

BROOKS AND FALOTICO ASSOCIATES, LLP

Name: BROOKS AND FALOTICO ASSOCIATES, LLP — BROOKS AND FALOTICO ASSOCIATES, LLP 401(K) PLAN, Form 5500 (2024)
Creator: BROOKS AND FALOTICO ASSOCIATES, LLP

Form 5500-SF

FILING_RECEIVED

BROOKS AND FALOTICO ASSOCIATES, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROOKS AND FALOTICO ASSOCIATES, LLP.

Plan sponsor

Name

BROOKS AND FALOTICO ASSOCIATES, LLP

EIN

82-4517493

Address

199 ELM STREET · NEW CANAAN, CT · 06840

Phone

(203) 966-8440

Industry

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

2025-06-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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