Original filing (PDF)20250805121714NAL0001212019001

PM LEARY, LLC

Name: PM LEARY, LLC — PATRICK LEARY ENTERPRISES, LLC EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: PM LEARY, LLC

Form 5500-SF

FILING_RECEIVED

PATRICK LEARY ENTERPRISES, LLC EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$58K

Net assets (EOY)

$58K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th 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 PM LEARY, LLC.

Plan sponsor

Name

PM LEARY, LLC

EIN

27-3440286

Address

4424 STATE ROUTE 22 · PLATTSBURGH, NY · 12901

Phone

(518) 561-8760

Industry

Plumbing, Heating, AC Contractors· Constructionsee 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

2025-08-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

SIERRA NEVADA SEALCOATING & ASPH

SIERRA NEVADA SEALCOATING & ASPHALT, INC. 401K PLAN

$58K · 5 participants

HARRY'S SUPPLY, LLC

HARRY'S SUPPLY, LLC 401(K) PLAN

$58K · 3 participants

QUICK RELIEF PLUMBING LLC

QUICK RELIEF PLUMBING LLC 401(K) PLAN

$58K · 4 participants

BUSTAMANTE REFRIGERATION LLC

BUSTAMANTE REFRIGERATION LLC 401(K) PLAN

$58K · 4 participants

ADVANCED REPIPE SPECIALIST INC

ADVANCED REPIPE SPECIALIST INC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.