Original filing (PDF)20251006061536NAL0005542288001

PERRY DAVIS ASSOCIATES, INC.

Name: PERRY DAVIS ASSOCIATES, INC. — PERRY DAVIS ASSOCIATES, INC. PROFIT-SHARING PLAN, Form 5500 (2024)
Creator: PERRY DAVIS ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

PERRY DAVIS ASSOCIATES, INC. PROFIT-SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 PERRY DAVIS ASSOCIATES, INC..

Plan sponsor

Name

PERRY DAVIS ASSOCIATES, INC.

EIN

13-3379224

Address

1441 BROADWAY · SUITE 6071 · NEW YORK, NY · 10018

Phone

(212) 840-1166

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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