Original filing (PDF)20250401145539NAL0004080995001

MOM AND THREE SISTERS, LTD.

Name: MOM AND THREE SISTERS, LTD. — MOM AND THREE SISTERS, LTD. RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: MOM AND THREE SISTERS, LTD.

Form 5500-SF

FILING_RECEIVED

MOM AND THREE SISTERS, LTD. RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$161K

Net assets (EOY)

$161K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOM AND THREE SISTERS, LTD..

Plan sponsor

Name

MOM AND THREE SISTERS, LTD.

EIN

46-5394663

Address

5500 BARTELL ROAD · SUITE 16 · BREWERTON, NY · 13029

Phone

(315) 935-9963

Industry

Retail Tradesee 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

2025-04-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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