Original filing (PDF)20231108160756NAL0029596640001

FAVARO, LAVEZZO, GILL, CARETTI & HEPPELL, APC

Name: FAVARO, LAVEZZO, GILL, CARETTI & HEPPELL, APC — FAVARO, LAVEZZO, GILL, CARETTI & HEPPELL, APC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: FAVARO, LAVEZZO, GILL, CARETTI & HEPPELL, APC

Form 5500-SF

FILING_RECEIVED

FAVARO, LAVEZZO, GILL, CARETTI & HEPPELL, APC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAVARO, LAVEZZO, GILL, CARETTI & HEPPELL, APC.

Plan sponsor

Name

FAVARO, LAVEZZO, GILL, CARETTI & HEPPELL, APC

EIN