How big is Petrillo Klein Boxer LLP's plan?

Petrillo Klein Boxer LLP's plan reported $2.7M in assets and 6 participants for 2024.

Original filing (PDF)20250731090826NAL0005029873001

Petrillo Klein Boxer LLP

Name: Petrillo Klein Boxer LLP — Petrillo Klein Boxer LLP, Form 5500 (2024)
Creator: Petrillo Klein Boxer LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petrillo Klein Boxer LLP 401(k) Plan

401(k) retirement plan · Petrillo Klein Boxer LLP's Petrillo Klein Boxer LLP 401(k) Plan held $2.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Petrillo Klein Boxer LLP's EIN is 27-1664542.

EIN 27-1664542

Plan number 001

Plan year 2024

ACK ID 20250731090826NAL0005029873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Petrillo Klein Boxer LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Petrillo Klein Boxer LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETRILLO KLEIN BOXER LLP.

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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