Back to filter
Original filing (PDF)20250722141539NAL0002885649001
PERRY & YOUNG, P.A.
Form 5500-SF
FILING_RECEIVED
PERRY & YOUNG, P.A. 401(K) PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
35
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERRY & YOUNG, P.A..
Plan sponsor
Name
PERRY & YOUNG, P.A.
EIN
26-3360036
Address
200 HARRISON AVENUE · PANAMA CITY, FL · 32401
Phone
(850) 624-7511
Industry
Law 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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Law Offices plans
AHERN & KILL
AHERN & KILL 401(K) PROFIT SHARING PLAN
$2.0M · 3 participants
HADDAD & SHERWIN LLP
HADDAD & SHERWIN LLP 401(K) RETIREMENT PLAN
$2.0M · 5 participants
HARRINGTON & RHODES, LTD.
HARRINGTON & RHODES, LTD. 401(K) PLAN
$2.0M · 3 participants
FORD O' BRIEN LANDY LLP
FORD O'BRIEN LANDY LLP 401(K) PLAN
$2.0M · 24 participants
PORTNER BOND, LLC
PORTNER BOND, LLC 401(K) PLAN
$2.0M · 7 participants
ZISSER CUSTOMS LAW GROUP, PC
ZISSER CUSTOMS LAW GROUP 401(K) PLAN
$2.0M · 8 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants