Original filing (PDF)20250407114336NAL0009266035001

ANSELMI & CARVELLI, LLP

Name: ANSELMI & CARVELLI, LLP — ANSELMI & CARVELLI, LLP 401(K) PLAN, Form 5500 (2024)
Creator: ANSELMI & CARVELLI, LLP

Form 5500-SF

FILING_RECEIVED

ANSELMI & CARVELLI, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

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 ANSELMI & CARVELLI, LLP.

Plan sponsor

Name

ANSELMI & CARVELLI, LLP

EIN

87-4723619

Address

56 HEADQUARTERS PLAZA · WEST TOWER, 5TH FL · MORRISTOWN, NJ · 07960

Phone

(973) 635-6300

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

2025-04-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FEINBERG, MINDEL, BRANDT & KLEIN, LLP

FMBK LLP, 401(K) PROFIT SHARING PLAN

$8.9M · 43 participants

BABST, CALLAND, CLEMENTS & ZOMNIR, P.C.

BABST CALLAND CLEMENTS & ZOMNIR, P.C. ASSOCIATES PROFIT SHARING 401(K) PLAN II

$8.9M · 43 participants

RUBENSTEIN & THURMAN, L.P.A.

RUBENSTEIN & THURMAN, L.P.A. PROFIT SHARING PLAN

$8.9M · 2 participants

GWILLIAM, IVARY, CHIOSSO, CAVALL

GWILLIAM, IVARY, CHIOSSO, CAVALLI & BREWER, A PC 401(K) PR

$8.9M · 15 participants

COBLENTZ PATCH DUFFY & BASS LLP