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PEACOCK & WADE LLC — PEACOCK & WADE LLC 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250504105245NAL0004434323001
PEACOCK & WADE LLC
Form 5500-SF
FILING_RECEIVED
PEACOCK & WADE LLC 401K PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
2
Plan assets (EOY)
$23K
Net assets (EOY)
$23K
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PEACOCK & WADE LLC
.
Find decision makers
Plan sponsor
Name
PEACOCK & WADE LLC
EIN
27-1080185
Address
193 COMMERCIAL STREET · PROVINCETOWN, MA · 02657
Phone
(508) 246-3439
Industry
Retail Trade
see 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
2025-05-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FIDELITY GROWTH COMPANY COMMINGLED POOL
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