· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TROFF, PETZKE & AMMESON — TROFF, PETZKE & AMMESON RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250727154817NAL0002399186001
TROFF, PETZKE & AMMESON
Form 5500-SF
FILING_RECEIVED
TROFF, PETZKE & AMMESON RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TROFF, PETZKE & AMMESON
.
Find decision makers
Plan sponsor
Name
TROFF, PETZKE & AMMESON
EIN
38-1307685
Address
811 SHIP ST STE 202 · SAINT JOSEPH, MI · 490851171
Phone
(269) 983-0161
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
YACUB LAW OFFICE
YACUB LAW OFFICE 401(K) PLAN
$2.3M · 12 participants
PRATCHER KRAYER LLC
PRATCHER KRAYER LLC 401(K) PLAN
$2.3M · 15 participants
NATHAN & KAMIONSKI LLP
NATHAN & KAMIONSKI LLP 401(K) PLAN
$2.3M · 25 participants
BARNETT & RUBIN, A PROFESSIONAL CORPORATION
BARNETT & RUBIN, A PROFESSIONAL CORPORATION 401(K) PLAN
$2.3M · 1 participants
GRADY BELL LLP
GRADY BELL LLP 401K PLAN
$2.3M · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SAUL EWING LLP
SAUL EWING PENSION PLAN
$2.3M · 36 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
