Original filing (PDF)20250910114615NAL0013147219001

SISTERSON & CO. LLP

Name: SISTERSON & CO. LLP — SISTERSON & CO. LLP TAX SHELTERED SAVINGS AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SISTERSON & CO. LLP

Form 5500-SF

FILING_RECEIVED

SISTERSON & CO. LLP TAX SHELTERED SAVINGS AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

107

Accounts w/ balance

131

Plan assets (EOY)

$22.0M

Net assets (EOY)

$22.0M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SISTERSON & CO. LLP.

Plan sponsor

Name

SISTERSON & CO. LLP

EIN

25-1467156

Address

501 GRANT STREET · SUITE 450 · PITTSBURGH, PA · 152192300

Phone

(412) 281-2025

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

2025-09-10

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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