· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ASSOCIATED MARKETING, INC. — ASSOCIATED MARKETING, INC. PROFIT-SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009110842NAL0003844051001
ASSOCIATED MARKETING, INC.
Form 5500-SF
FILING_RECEIVED
ASSOCIATED MARKETING, INC. PROFIT-SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$150K
Net assets (EOY)
$150K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASSOCIATED MARKETING, INC.
.
Find decision makers
Plan sponsor
Name
ASSOCIATED MARKETING, INC.
EIN
23-2324574
Address
11500 E. ROOSEVELT BLVD - G1 · PHILADELPHIA, PA · 19116
Phone
(215) 677-6870
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
DISCOUNT PLUMBING & ELECTRIC SUPPLY
DISCOUNT PLUMBING & ELECTRIC SUPPLY 401(K) PLAN
$150K · 28 participants
FIXTURES & FINISHES, LLC
FIXTURES & FINISHES, LLC 401(K) PROFIT SHARING PLAN
$149K · 6 participants
RUCK AIR MOVEMENT INC
RUCK AIR MOVEMENT INC 401(K) PLAN
$150K · 1 participants
PRO PRODUCTS INC
PRO PRODUCTS INC 401K PLAN
$148K · 3 participants
BLUEWATER PLUMBING & HEATING I
BLUEWATER PLUMBING & HEATING I 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$148K · 39 participants
PYRAMID HVAC LLC
PYRAMID 401(K)
$148K · 9 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B