Original filing (PDF)20250611114618NAL0012198051001

POLES TUBLIN STRATAKIS & GONZA

Name: POLES TUBLIN STRATAKIS & GONZA — POLES TUBLIN STRATAKIS & GONZA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: POLES TUBLIN STRATAKIS & GONZA

Form 5500-SF

FILING_RECEIVED

POLES TUBLIN STRATAKIS & GONZA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 POLES TUBLIN STRATAKIS & GONZA.

Plan sponsor

Name

POLES TUBLIN STRATAKIS & GONZA

EIN