Original filing (PDF)20250730091640NAL0002202131001

CHARLES P ANASTASIA AND COMPANY CPAS AND CONSULTANTS LLC

Name: CHARLES P ANASTASIA AND COMPANY CPAS AND CONSULTANTS LLC — CHARLES P ANASTASIA AND COMPANY CPAS AND CONSULTANTS LLC 401K PLAN, Form 5500 (2024)
Creator: CHARLES P ANASTASIA AND COMPANY CPAS AND CONSULTANTS LLC

Form 5500-SF

FILING_RECEIVED

CHARLES P ANASTASIA AND COMPANY CPAS AND CONSULTANTS LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES P ANASTASIA AND COMPANY CPAS AND CONSULTANTS LLC.

Plan sponsor

Name

CHARLES P ANASTASIA AND COMPANY CPAS AND CONSULTANTS LLC

EIN

92-2689212all filings

Address

242 HWY 79 · MORGANVILLE, NJ · 07751

Phone

(917) 886-6080

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator