How big is Perley-Halladay Associates, Inc.'s plan?

Perley-Halladay Associates, Inc.'s plan reported $6.3M in assets and 15 participants for 2025.

Original filing (PDF)20260212190150NAL0000502595001

Perley-Halladay Associates, Inc.

Name: Perley-Halladay Associates, Inc. — Perley-Halladay, Form 5500 (2025)
Creator: Perley-Halladay Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perley-Halladay Associates, Inc. Profit Sharing Plan & Trust

401(k) retirement plan · Perley-Halladay Associates, Inc.'s Perley-Halladay Associates, Inc. Profit Sharing Plan & Trust held $6.3M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan identifiers

Perley-Halladay Associates, Inc.'s EIN is 23-1397500.

EIN 23-1397500

Plan number 001

Plan year 2025

ACK ID 20260212190150NAL0000502595001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Perley-Halladay Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Perley-Halladay Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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