Original filing (PDF)20250716074645NAL0002205651001

THALER REILLY WILSON ARCHITECTURE & PRESERVATION, LLP

Name: THALER REILLY WILSON ARCHITECTURE & PRESERVATION, LLP — THALER REILLY WILSON ARCHITECTURE & PRESERVATION, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THALER REILLY WILSON ARCHITECTURE & PRESERVATION, LLP

Form 5500-SF

FILING_RECEIVED

THALER REILLY WILSON ARCHITECTURE & PRESERVATION, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THALER REILLY WILSON ARCHITECTURE & PRESERVATION, LLP.

Plan sponsor

Name

THALER REILLY WILSON ARCHITECTURE & PRESERVATION, LLP

EIN

20-4557957all filings

Address

25 MONROE STREET · SUITE 202 · ALBANY, NY · 12210

Phone

(518) 375-1485

Industry

Professional & Technical Servicessee all

Plan administrator