· 2022–2024 · DOL EFAST2

CASTELLANO-PIATT ACCOUNTING LL — CASTELLANO-PIATT ACCOUNTING LL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250407164412NAL0018792705001

CASTELLANO-PIATT ACCOUNTING LL

Form 5500-SF

FILING_RECEIVED

CASTELLANO-PIATT ACCOUNTING LL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

13

Accounts w/ balance

11

Plan assets (EOY)

$314K

Net assets (EOY)

$314K

Plan health score

85

/ 100

Grade A

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

47

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASTELLANO-PIATT ACCOUNTING LL.

Plan sponsor

Name

CASTELLANO-PIATT ACCOUNTING LL

EIN

83-1773510

Address

2469 CORRALES RD STE A5 · CORRALES, NM · 870489104

Phone

(505) 977-9533

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

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 Other Services (ex. Public Admin) plans

SOUTHERN UNDERGROUND INDUSTRIE

SOUTHERN UNDERGROUND INDUSTRIE 401(K) PROFIT SHARING PLAN & TRUST

$314K · 34 participants

ZAITUN PRINTING AND GRAPHICS, IN

ZAITUN PRINTING AND GRAPHICS, INC. 401(K) PROFIT SHARING PLAN

$313K · 5 participants

GEO-CHIP US INC

GEO-CHIP US INC 401(K) PROFIT SHARING PLAN & TRUST

$314K · 10 participants

SHINING STAR CHRISTIAN SCHOOLS

SHINING STAR CHRISTIAN SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST

$314K · 84 participants