How big is Robert Nicolai CPA PC's plan?

Robert Nicolai CPA PC's plan reported $150K in assets and 3 participants for 2024.

Original filing (PDF)20250930155240NAL0005572387001

Robert Nicolai CPA PC

Name: Robert Nicolai CPA PC — Robert Nicolai CPA PC 401(k), Form 5500 (2024)
Creator: Robert Nicolai CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Nicolai CPA PC 401(k) Plan

401(k) retirement plan · Robert Nicolai CPA PC's Robert Nicolai CPA PC 401(k) Plan held $150K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

Plan identifiers

Robert Nicolai CPA PC's EIN is 87-4013604.

EIN 87-4013604

Plan number 001

Plan year 2024

ACK ID 20250930155240NAL0005572387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Nicolai CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Nicolai CPA PC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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