Original filing (PDF)20250209100135NAL0008627315001

JAMES J. GEREMIA & ASSOCIATES, INC.

Name: JAMES J. GEREMIA & ASSOCIATES, INC. — JAMES J. GEREMIA & ASSOCIATES, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: JAMES J. GEREMIA & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

JAMES J. GEREMIA & ASSOCIATES, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES J. GEREMIA & ASSOCIATES, INC..

Plan sponsor

Name

JAMES J. GEREMIA & ASSOCIATES, INC.

EIN

05-0468923

Address

272 WEST EXCHANGE STREET · SUITE 201 · PROVIDENCE, RI · 029031061

Phone

(401) 454-7000

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator