Original filing (PDF)20250924104517NAL0002969795001

PELLER & COMPANY, LLC

Name: PELLER & COMPANY, LLC — PELLER & COMPANY, LLC 401(K)/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PELLER & COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

PELLER & COMPANY, LLC 401(K)/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PELLER & COMPANY, LLC.

Plan sponsor

Name

PELLER & COMPANY, LLC

EIN

33-1067012

Address

450 7TH AVENUE - SUITE 1301 · NEW YORK, NY · 10123

Phone

(212) 967-8613

Industry

CPA 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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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