How big is Richard Bosco, CPA, P.C.'s plan?

Richard Bosco, CPA, P.C.'s plan reported $3.3M in assets and 4 participants for 2024.

Original filing (PDF)20251015144151NAL0006461168001

Richard Bosco, CPA, P.C.

Name: Richard Bosco, CPA, P.C. — Richard Bosco, CPA, P.C., Form 5500 (2024)
Creator: Richard Bosco, CPA, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard Bosco, CPA, P.C. 401(k) Plan

401(k) retirement plan · Richard Bosco, CPA, P.C.'s Richard Bosco, CPA, P.C. 401(k) Plan held $3.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Richard Bosco, CPA, P.C.'s EIN is 99-1243463.

EIN 99-1243463

Plan number 001

Plan year 2024

ACK ID 20251015144151NAL0006461168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard Bosco, CPA, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard Bosco, CPA, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD BOSCO, CPA, P.C..

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

RICHARD BOSCO, CPA, P.C.

EIN

all filings

Address

90 COLUMBUS AVENUE · VALHALLA, NY · 10595

Phone

(914) 683-5553

Industry

CPA Offices· Professional & Technical Services

Plan administrator