Original filing (PDF)20250514093044NAL0027842384001

BOYLSTON POWERS TRAGO, LLC

Name: BOYLSTON POWERS TRAGO, LLC — BOYLSTON POWERS TRAGO, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOYLSTON POWERS TRAGO, LLC

Form 5500-SF

FILING_RECEIVED

BOYLSTON POWERS TRAGO, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOYLSTON POWERS TRAGO, LLC.

Plan sponsor

Name

BOYLSTON POWERS TRAGO, LLC

EIN

23-3006832

Address

1508 MCDANIEL DRIVE · WEST CHESTER, PA · 19380

Phone

(610) 701-0500

Industry

CPA 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

2025-05-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

WALLEN, PUCKETT & ASSOCIATES, PSC

WALLEN, PUCKETT & ASSOCIATES PSC 401(K) PROFIT SHARING PLAN

$1.9M · 10 participants

PARIKH, MEHTA & ASSOCIATES

PARIKH, MEHTA & ASSOCIATES RETIREMENT TRUST

$1.9M · 24 participants

THOMSON BROCK LUGER & COMPANY, PLC

THOMSON BROCK LUGER & COMPANY, PLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.9M · 10 participants

JAMES VOLONAKIS & COMPANY LLC

JAMES VOLONAKIS & COMPANY, LLC 401(K) PLAN

$1.9M · 6 participants

SHWIFF, LEVY & POLO, LLP