Original filing (PDF)20250723115032NAL0004045873001

AUBERTINE AND CURRIER ARCHITECTS ENGINEERS & LAND SURVEYORS PLLC

Name: AUBERTINE AND CURRIER ARCHITECTS ENGINEERS & LAND SURVEYORS PLLC — AUBERTINE AND CURRIER 401K PLAN, Form 5500 (2024)
Creator: AUBERTINE AND CURRIER ARCHITECTS ENGINEERS & LAND SURVEYORS PLLC

Form 5500-SF

FILING_RECEIVED

AUBERTINE AND CURRIER 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

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 AUBERTINE AND CURRIER ARCHITECTS ENGINEERS & LAND SURVEYORS PLLC.

Plan sponsor

Name

AUBERTINE AND CURRIER ARCHITECTS ENGINEERS & LAND SURVEYORS PLLC

EIN

16-1596177

Address

522 BRADLEY STREET · WATERTOWN, NY · 13601

Phone

(315) 782-2005

Industry

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

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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