Original filing (PDF)20250814121321NAL0009086579001

ERIK M. PELTON & ASSOCIATES, PLLC

Name: ERIK M. PELTON & ASSOCIATES, PLLC — ERIK M. PELTON & ASSOCIATES, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: ERIK M. PELTON & ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

ERIK M. PELTON & ASSOCIATES, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$794K

Net assets (EOY)

$794K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERIK M. PELTON & ASSOCIATES, PLLC.

Plan sponsor

Name

ERIK M. PELTON & ASSOCIATES, PLLC

EIN

20-1715857all filings

Address

P. O. BOX 100637 · ARLINGTON, VA · 222103637

Phone

(703) 525-8009

Industry