Original filing (PDF)20250429121114NAL0000492977001

AJF ACCOUNTING & TAX SERVICES, INC.

Name: AJF ACCOUNTING & TAX SERVICES, INC. — AJF ACCOUNTING & TAX SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: AJF ACCOUNTING & TAX SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

AJF ACCOUNTING & TAX SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$386K

Net assets (EOY)

$386K

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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AJF ACCOUNTING & TAX SERVICES, INC..

Plan sponsor

Name

AJF ACCOUNTING & TAX SERVICES, INC.

EIN

45-3965862

Address

6066 STATE HIGHWAY 12 · PO BOX 488 · NORWICH, NY · 13815

Phone

(607) 336-3522

Industry

Professional & Technical Servicessee all

Plan administrator