· 2022–2024 · DOL EFAST2

RONDA T AKL AND ASSOCIATES PLLC — RONDA T AKL AND ASSOCIATES PLL 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250721192536NAL0000805171001

RONDA T AKL AND ASSOCIATES PLLC

Form 5500-SF

FILING_RECEIVED

RONDA T AKL AND ASSOCIATES PLL 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Active participants

19

Accounts w/ balance

27

Plan assets (EOY)

$681K

Net assets (EOY)

$681K

Plan health score

91

/ 100

Grade A

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

69

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RONDA T AKL AND ASSOCIATES PLLC.

Plan sponsor

Name

RONDA T AKL AND ASSOCIATES PLLC

EIN

46-4808089

Address

200 ELWOOD DAVIS RD · SUITE 100 · LIVERPOOL, NY · 13088

Phone

(315) 701-2934

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

NEW GEORGIA PROJECT ACTION FUND

NEW GEORGIA PROJECT ACTION FUND 401(K) PROFIT SHARING PLAN AND TRUST

$681K · 195 participants

LIFELINE AMBULANCE

LIFELINE AMBULANCE RETIREMENT TRUST

$681K · 42 participants

SCHUMANN BURGHART LLP

SCHUMANN BURGHART LLP 401(K) PROFIT SHARING PLAN & TRUST

$681K · 9 participants

LEAN SCALED ARCHITECTS

LEAN SCALED ARCHITECTS 401(K) PLAN

$681K · 10 participants

ERX PHARMACEUTICALS INC

ERX PHARMACEUTICALS INC 401(K) PROFIT SHARING PLAN & TRUST