· 2022–2024 · DOL EFAST2

P & a Pellarin Associates, Inc. — P & a Pellarin, Form 5500 (2024)

Original filing (PDF)20251014232743NAL0005079552001

P & a Pellarin Associates, Inc.

Form 5500-SF

FILING_RECEIVED

P & a Pellarin Profit Sharing Trust

Defined-contribution retirement plan · P & a Pellarin Associates, Inc.'s P & a Pellarin Profit Sharing Trust held $2.1M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

P & A PELLARIN ASSOCIATES, INC.

EIN

11-3086000all filings

Address

1377 MOTOR PARKWAY · SUITE 210 · ISLANDIA, NY · 11749

Phone

(631) 592-9713

Industry

Admin Support & Waste Mgmt

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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