Original filing (PDF)20250403153056NAL0015993856001

PUGLISI MOORE & CO LTD

Name: PUGLISI MOORE & CO LTD — PUGLISI MOORE & CO LTD 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PUGLISI MOORE & CO LTD

Form 5500-SF

FILING_RECEIVED

PUGLISI MOORE & CO LTD 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUGLISI MOORE & CO LTD.

Plan sponsor

Name

PUGLISI MOORE & CO LTD

EIN

13-4157966

Address

135 BEDFORD RD STE 1 · ARMONK, NY · 105041950

Phone

(914) 273-8300

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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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