PETRIKIN, WELLMAN, DAMICO, BROWN & PETROSA PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
15
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETRIKIN, WELLMAN, DAMICO, BROWN & PETROSA.
Plan sponsor
Name
PETRIKIN, WELLMAN, DAMICO, BROWN & PETROSA
EIN
23-1990586
Address
109 CHESLEY DRIVE · MEDIA, PA · 19063
Phone
(610) 565-2670
Industry
Law Offices· 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
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
