Original filing (PDF)20250411220118NAL0013039347097

SAMUEL F CANCELLIERE & ASSOCIATES LLC

Name: SAMUEL F CANCELLIERE & ASSOCIATES LLC — SAMUEL F CANCELLIERE & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: SAMUEL F CANCELLIERE & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

SAMUEL F CANCELLIERE & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$758K

Net assets (EOY)

$758K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMUEL F CANCELLIERE & ASSOCIATES LLC.

Plan sponsor

Name

SAMUEL F CANCELLIERE & ASSOCIATES LLC

EIN

93-2452191all filings

Address

1001 CROSSPOINTE DRIVE · SUITE 2 · NAPLES, FL · 34110

Phone

(239) 566-2422

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator