How big is S J Perry, LLC's plan?

S J Perry, LLC's plan reported $318K in assets and 46 participants for 2024.

Original filing (PDF)20250618085203NAL0005428690001

S J Perry, LLC

Name: S J Perry, LLC — S J Perry LLC - 401(k), Form 5500 (2024)
Creator: S J Perry, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S J Perry LLC - 401(k)

401(k) retirement plan · S J Perry, LLC's S J Perry LLC - 401(k) held $318K in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

People on this filing

Anthony Ward AS Attorney signed S J Perry, LLC's 2024 Form 5500 as plan administrator.

Anthony Ward AS Attorney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

S J Perry, LLC's EIN is 47-2174637.

EIN 47-2174637

Plan number 001

Plan year 2024

ACK ID 20250618085203NAL0005428690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S J Perry, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S J Perry, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S J PERRY, LLC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

S J PERRY, LLC

EIN

all filings

Address

110 MARKET PLACE DRIVE · HAMPTON, VA · 23666

Phone

(757) 788-1482

Industry

Accommodation & Food Services

Plan administrator

Name

ERISA FIDUCIARY SERVICES

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2G · Total participant-directed accounts

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

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