Original filing (PDF)20250325142955NAL0014406017001

PUSTOVER FINANCIAL SERVICES

Name: PUSTOVER FINANCIAL SERVICES — PUSTOVER FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PUSTOVER FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

PUSTOVER FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 PUSTOVER FINANCIAL SERVICES.

Plan sponsor

Name

PUSTOVER FINANCIAL SERVICES

EIN

25-1853711

Address

223 MAIN STREET · IMPERIAL, PA · 15126

Phone

(724) 695-8885

Industry

Finance & Insurancesee 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

2025-03-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NICOLLET INVESTMENT MANAGEMENT

NICOLLET INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 10 participants

NOVA ACTUARIAL SERVICES, INC.

NOVA ACTUARIAL SERVICES 401(K) TRUST

$1.8M · 4 participants

AMERICAN FINANCIAL ADVISORS, INC

AMERICAN FINANCIAL ADVISORS, INC DB PLAN

$1.8M · 3 participants

STEIDL BROS LLC

STEIDL BROS LLC 401(K) PLAN

$1.8M · 11 participants

NDVR, INC

NDVR 401(K) PLAN

$1.8M · 3 participants