PRESERVATION ALLIANCE 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
12
Accounts w/ balance
4
Plan assets (EOY)
$194K
Net assets (EOY)
$194K
Plan health score
83
/ 100
Grade B
Above-average plan
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
41
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESERVATION ALLIANCE FOR GREATE.
Plan sponsor
Name
PRESERVATION ALLIANCE FOR GREATE
EIN
23-2106589
Address
1608 WALNUT ST. · SUITE 1702 · PHILADELPHIA, PA · 19103
Phone
(215) 546-1146
Industry
All Other Professional Services· 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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
