Original filing (PDF)20250417075629NAL0000801969001

TARPEY & ALEXANDER, LLC

Name: TARPEY & ALEXANDER, LLC — TARPEY & ALEXANDER, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TARPEY & ALEXANDER, LLC

Form 5500-SF

FILING_RECEIVED

TARPEY & ALEXANDER, LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TARPEY & ALEXANDER, LLC.

Plan sponsor

Name

TARPEY & ALEXANDER, LLC

EIN

06-1256754

Address

P.O. BOX 400 · SOMERS, CT · 060712109

Phone

(860) 749-0793

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

TARPEY & ALEXANDER, LLC

EIN

06-1256754

City

SOMERS, CT

Phone

(860) 749-0793

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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THEODORE SIMON ESQUIRE