Original filing (PDF)20251008124302NAL0009424688001

ERIC MOWER AND ASSOCIATES, INC.

Name: ERIC MOWER AND ASSOCIATES, INC. — MOWER EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: ERIC MOWER AND ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

MOWER EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

118

Accounts w/ balance

130

Plan assets (EOY)

$7.7M

Net assets (EOY)

$2.0M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERIC MOWER AND ASSOCIATES, INC..

Plan sponsor

Name

ERIC MOWER AND ASSOCIATES, INC.

EIN

15-0613861

Address

211 W. JEFFERSON STREET · SYRACUSE, NY · 13202

Phone

(315) 413-4202

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2P · Leveraged ESOP

2I · Stock bonus

Audit & trust (Schedule H)

Auditor

GROSSMAN ST. AMOUR CPAS, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $7.6M(98% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Eric Mower and Associates, Inc. 767,500 shares of Eric Mower stock	—	—	$10.7M	$7.6M	98.4%

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