Original filing (PDF)20250929100522NAL0013698656001

JOSEPH PETER ANDO PA

Name: JOSEPH PETER ANDO PA — JOSEPH PETER ANDO PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JOSEPH PETER ANDO PA

Form 5500-SF

FILING_RECEIVED

JOSEPH PETER ANDO PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH PETER ANDO PA.

Plan sponsor

Name

JOSEPH PETER ANDO PA

EIN

42-1720583all filings

Address

2845 NE 9TH STREET · APT 1003 · FORT LAUDERDALE, FL · 333043687

Phone

(954) 616-9655

Industry

Real Estatesee 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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

THE PERRY GROUP

THE PERRY GROUP 401(K) PLAN

$269K · 11 participants

THE BAXTER TEAM, LLC

BAXTER TEAM 401(K) PROFIT SHARING PLAN

$269K · 3 participants

SILVERSTONE PROPERTY MANAGEMENT COMPANY

SILVERSTONE PROPERTY MANAGEMENT COMPANY 401K PLAN

$269K · 3 participants

REAL ESTATE ESTABLISHMENT INC

REAL ESTATE ESTABLISHMENT INC 401(K) PROFIT SHARING PLAN & TRUST

$269K · 6 participants

GRAHAM REAL ESTATE, INC.

GRAHAM REAL ESTATE, INC. RETIREMENT SAVINGS PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.