· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PLODZIK & SANDERSON, P.A. — PLODZIK & SANDERSON, P.A. 401(K) PLAN TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717093634NAL0000106160002
PLODZIK & SANDERSON, P.A.
Form 5500-SF
FILING_RECEIVED
PLODZIK & SANDERSON, P.A. 401(K) PLAN TRUST
401(k) retirement plan
Active participants
27
Accounts w/ balance
46
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PLODZIK & SANDERSON, P.A.
.
Find decision makers
Plan sponsor
Name
PLODZIK & SANDERSON, P.A.
EIN
02-0403669
Address
193 NORTH MAIN STREET · CONCORD, NH · 033015063
Phone
(603) 225-6996
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
KINDRED CPA, LLC
KINDRED CPA, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$3.0M · 24 participants
BROWDER AND ASSOCIATES, PC
BROWDER AND ASSOCIATES SHL FLEXIBLE 401(K) PROFIT SHARING PLAN
$3.0M · 4 participants
HUTCHINS CANNING & COMPANY, P.A.
HUTCHINS CANNING & COMPANY, P.A. 401(K) PROFIT SHARING PLAN
$3.0M · 11 participants
E.J. CALLAHAN & ASSOCIATES LLC
E.J. CALLAHAN 401(K) PLAN
$3.0M · 33 participants
THANEY & ASSOCIATES CPAS, PC/PA
THANEY & ASSOCIATES CPAS, PC/PA 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.0M · 14 participants
SHUIRMAN & ASSOCIATES, AAC
SHUIRMAN & ASSOCIATES, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN
$3.0M · 4 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
