How big is Joyce & Associates PC's plan?

Joyce & Associates PC's plan reported $10.9M in assets and 8 participants for 2024.

Original filing (PDF)20251013221116NAL0004294434001

Joyce & Associates PC

Name: Joyce & Associates PC — Joyce & Associates, PC, Form 5500 (2024)
Creator: Joyce & Associates PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joyce & Associates, PC 401(k)_PS Plan & Trust

401(k) retirement plan · Joyce & Associates PC's Joyce & Associates, PC 401(k)_PS Plan & Trust held $10.9M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

People on this filing

Joseph P SGRO signed Joyce & Associates PC's 2024 Form 5500 as plan administrator.

Joseph P SGRO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joyce & Associates PC's EIN is 23-2717162.

EIN 23-2717162

Plan number 002

Plan year 2024

ACK ID 20251013221116NAL0004294434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joyce & Associates PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joyce & Associates PC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 JOYCE & ASSOCIATES PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

JOYCE & ASSOCIATES PC

EIN

all filings

Address

300 BARR HARBOR DRIVE, SUITE 230 · CONSHOHOCKEN, PA · 194273900

Phone

(484) 527-4100

Industry

CPA Offices· Professional & Technical Services

Plan administrator