Original filing (PDF)20250910083215NAL0013043379001

T. AVERSA & COMPANY

Name: T. AVERSA & COMPANY — T. AVERSA & CO. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: T. AVERSA & COMPANY

Form 5500-SF

FILING_RECEIVED

T. AVERSA & CO. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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 T. AVERSA & COMPANY.

Plan sponsor

Name

T. AVERSA & COMPANY

EIN

36-2966237

Address

5750 NORTH PORT WASHINGTON RD. · STORE #L125 · GLENDALE, WI · 53217

Phone

(414) 963-9963

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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