· 2022–2024 · DOL EFAST2

Peretz Chesal & Herrmann, PL — Peretz Chesal &, Form 5500 (2024)

Original filing (PDF)20250714080126NAL0000551219001

Peretz Chesal & Herrmann, PL

Form 5500-SF

FILING_RECEIVED

Peretz Chesal & Herrmann, PL 401(k) Plan

401(k) retirement plan · Peretz Chesal & Herrmann, PL's Peretz Chesal & Herrmann, PL 401(k) Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

9

Accounts w/ balance

7

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

57

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERETZ CHESAL & HERRMANN, PL.

Plan sponsor

Name

PERETZ CHESAL & HERRMANN, PL

EIN

26-4538673all filings

Address

2 SOUTH BISCAYNE BOULEVARD · SUITE 3700 · MIAMI, FL · 33131

Phone

(305) 341-3000

Industry

Law Offices· Professional & Technical Services

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

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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