How big is Robert L Borelli CPA's plan?

Robert L Borelli CPA's plan reported $122K in assets and 7 participants for 2024.

Original filing (PDF)20250506125806NAL0005969619001

Robert L Borelli CPA

Name: Robert L Borelli CPA — Robert L Borelli CPA 401(k), Form 5500 (2024)
Creator: Robert L Borelli CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert L Borelli CPA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Robert L Borelli CPA's Robert L Borelli CPA 401(k) Profit Sharing Plan & Trust held $122K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

People on this filing

Robert L Borelli signed Robert L Borelli CPA's 2024 Form 5500 as plan administrator.

Robert L Borelli — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert L Borelli CPA's EIN is 94-3129747.

EIN 94-3129747

Plan number 001

Plan year 2024

ACK ID 20250506125806NAL0005969619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert L Borelli CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert L Borelli CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT L BORELLI CPA.

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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