Original filing (PDF)20250612115835NAL0014763331001

TRUGMAN VALUATION ASSOCIATES, INC.

Name: TRUGMAN VALUATION ASSOCIATES, INC. — TRUGMAN VALUATION ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: TRUGMAN VALUATION ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

TRUGMAN VALUATION ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUGMAN VALUATION ASSOCIATES, INC..

Plan sponsor

Name

TRUGMAN VALUATION ASSOCIATES, INC.

EIN

22-3241743

Address

8751 W BROWARD BLVD SUITE 203 · PLANTATION, FL · 333242630

Phone

(954) 424-4343

Industry

Real Estatesee all

Plan administrator