Original filing (PDF)20251015082208NAL0008638098001

STEFANEK REGALBUTO 401 (K) PLAN

Name: STEFANEK REGALBUTO 401 (K) PLAN — Form 5500 (2024)
Creator: STEFANEK REGALBUTO 401 (K) PLAN

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 STEFANEK REGALBUTO 401 (K) PLAN.

Plan sponsor

Name

STEFANEK REGALBUTO 401 (K) PLAN

EIN

93-3806515

Address

6150 PARKLAND BLVD. SUITE 200 · MAYFIELD HEIGHTS, OH · 44124

Phone

(440) 583-3990

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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