How big is T R Paul Inc.'s plan?

T R Paul Inc.'s plan reported $2.7M in assets and 11 participants for 2024.

Original filing (PDF)20250729114057NAL0007337234001

T R Paul Inc.

Name: T R Paul Inc. — T R Paul Inc. 401(k) Plan, Form 5500 (2024)
Creator: T R Paul Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

T R Paul Inc. 401(k) Plan

401(k) retirement plan · T R Paul Inc.'s T R Paul Inc. 401(k) Plan held $2.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

T R Paul Inc.'s EIN is 06-0906361.

EIN 06-0906361

Plan number 003

Plan year 2024

ACK ID 20250729114057NAL0007337234001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for T R Paul Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

T R Paul Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

T R PAUL INC.

EIN

all filings

Address

555 HERITAGE RD. · SOUTHBURY, CT · 06488

Phone

(203) 426-8161

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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