How big is Blumstein & Capparelli, CPAS' plan?

Blumstein & Capparelli, CPAS' plan reported $450K in assets and 2 participants for 2024.

Original filing (PDF)20251010130350NAL0008195825001

Blumstein & Capparelli, CPAS

Name: Blumstein & Capparelli, CPAS — Blumstein &, Form 5500 (2024)
Creator: Blumstein & Capparelli, CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blumstein & Capparelli, CPAS 401(k) Plan

401(k) retirement plan · Blumstein & Capparelli, CPAS' Blumstein & Capparelli, CPAS 401(k) Plan held $450K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

Plan identifiers

Blumstein & Capparelli, CPAS' EIN is 92-1374740.

EIN 92-1374740

Plan number 001

Plan year 2024

ACK ID 20251010130350NAL0008195825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blumstein & Capparelli, CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blumstein & Capparelli, CPAS' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUMSTEIN & CAPPARELLI, CPAS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

BLUMSTEIN & CAPPARELLI, CPAS

EIN

all filings

Address

1476 BLUE SPRUCE LANE · WANTAGH, NY · 11793

Phone

(516) 729-8664

Industry

CPA Offices· Professional & Technical Services

Plan administrator