Original filing (PDF)20250609170845NAL0024649760001

PETER V MANDI & ASSOCIATES INC

Name: PETER V MANDI & ASSOCIATES INC — PETER V MANDI & ASSOCIATES INC., Form 5500 (2024)
Creator: PETER V MANDI & ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

PETER V MANDI & ASSOCIATES INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER V MANDI & ASSOCIATES INC.

Plan sponsor

Name

PETER V MANDI & ASSOCIATES INC

EIN

46-5138379all filings

Address

4875 SUNRISE HWY · STE 301 · BOHEMIA, NY · 11716

Phone

(631) 708-4841

Industry

Law Offices· 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

2025-06-09

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 Law Offices plans

KEMENY LIMITED LIABILITY COMPANY

KEMENY LIMITED LIABILITY COMPANY 401K PLAN

$54K · 7 participants

KASHFIAN & KASHFIAN, LLP

KASHFIAN & KASHFIAN, LLP 401(K) PLAN

$54K · 8 participants

HOWARD WILSON TAYLOR, LLC

HOWARD WILSON TAYLOR, LLC 401(K) RETIREMENT PLAN

$54K · 4 participants

ZARKA LAW FIRM

JENNIFER ANN ZARKA 401(K) PLAN

$54K

ANDERSON AND ASSOCIATES LAW, PC

ANDERSON AND ASSOCIATES LAW, PC 401(K) PLAN

$54K · 5 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.