How big is Young, Garcia & Quadrozzi, PC's plan?

Young, Garcia & Quadrozzi, PC's plan reported $1.0M in assets and 4 participants for 2023.

Original filing (PDF)20240613145434NAL0014657315001

Young, Garcia & Quadrozzi, PC

Name: Young, Garcia & Quadrozzi, PC — Young, Garcia &, Form 5500 (2023)
Creator: Young, Garcia & Quadrozzi, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Young, Garcia & Quadrozzi, PC 401(k) Plan

401(k) retirement plan · Young, Garcia & Quadrozzi, PC's Young, Garcia & Quadrozzi, PC 401(k) Plan held $1.0M in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Shelley Kulick signed Young, Garcia & Quadrozzi, PC's 2023 Form 5500 as plan administrator.

Shelley Kulick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Young, Garcia & Quadrozzi, PC's EIN is 87-2934090.

EIN 87-2934090

Plan number 001

Plan year 2023

ACK ID 20240613145434NAL0014657315001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Young, Garcia & Quadrozzi, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Young, Garcia & Quadrozzi, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YOUNG, GARCIA & QUADROZZI, PC.

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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