How big is Pugno Trust & Estates PC's plan?

Pugno Trust & Estates PC's plan reported $8K in assets and 3 participants for 2025.

Original filing (PDF)20260518081821NAL0013924304001

Pugno Trust & Estates PC

Name: Pugno Trust & Estates PC — Pugno Trust & Estates PC, Form 5500 (2025)
Creator: Pugno Trust & Estates PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pugno Trust & Estates PC 401(k) Plan

401(k) retirement plan · Pugno Trust & Estates PC's Pugno Trust & Estates PC 401(k) Plan held $8K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Jared Porter signed Pugno Trust & Estates PC's 2025 Form 5500 as plan administrator.

Jared Porter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pugno Trust & Estates PC's EIN is 33-2644379.

EIN 33-2644379

Plan number 001

Plan year 2025

ACK ID 20260518081821NAL0013924304001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pugno Trust & Estates PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pugno Trust & Estates PC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PUGNO TRUST & ESTATES PC.

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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