· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PIERCE, DAVIS & PERRITANO LLP — PD & P RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250708083633NAL0010617218001
PIERCE, DAVIS & PERRITANO LLP
Form 5500-SF
FILING_RECEIVED
PD & P RETIREMENT PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
59
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
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
PIERCE, DAVIS & PERRITANO LLP
.
Find decision makers
Plan sponsor
Name
PIERCE, DAVIS & PERRITANO LLP
EIN
04-3433075
Address
10 POST OFFICE SQUARE, SUITE 1100N · BOSTON, MA · 02109
Phone
(617) 350-0950
Industry
Law 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
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
TORYS LLP
TORYS LLP 401(K) PLAN
$8.8M · 34 participants
OSLER, HOSKIN & HARCOURT LLP
OSLER, HOSKIN & HARCOURT LLP 401(K) PLAN
$8.8M · 6 participants
DIBELLA, GEER, MCALLISTER BEST / WEINHEIMER COCO LLOYD WHALEN, P.C.
DIBELLA WEINHEIMER 401(K) PLAN
$8.8M · 21 participants
MORGAN HALLGREN CROSSWELL & KANE, P.C.
MORGAN HALLGREN CROSSWELL & KANE, P.C. RETIREMENT PLAN
$8.8M · 9 participants
ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW
ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW DEFINED CONTRIBUTION 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.
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.8M · 4 participants
COMMUNITY LEGAL AID SERVICES,INC
COMMUNITY LEGAL AID SERVICES,INC 401(K) PLAN
$8.8M · 74 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
