How big is Joseph Small's plan?

Joseph Small's plan reported $2.8M in assets and 32 participants for 2025.

Original filing (PDF)20260429132357NAL0017552976001

Joseph Small

Name: Joseph Small — Joseph Small 401(k), Form 5500 (2025)
Creator: Joseph Small
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Small 401(k)

401(k) retirement plan · Joseph Small's Joseph Small 401(k) held $2.8M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Ronald Watkins signed Joseph Small's 2025 Form 5500 as plan administrator.

Ronald Watkins — 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

Joseph Small's EIN is 26-2475787.

EIN 26-2475787

Plan number 001

Plan year 2025

ACK ID 20260429132357NAL0017552976001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joseph Small from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joseph Small's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

JOSEPH SMALL

EIN

all filings

Address

2515 SOUTH RD 2ND FLOOR · POUGHKEEPSIE, NY · 12601

Phone

(845) 224-0015

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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Christopher R. Collins, CFP

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