Original filing (PDF)20240809081141NAL0006133457001

FRED N. PERRY PROPERTY TAX REDUCTION GROUP LLC

Name: FRED N. PERRY PROPERTY TAX REDUCTION GROUP LLC — FRED N. PERRY 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: FRED N. PERRY PROPERTY TAX REDUCTION GROUP LLC

Form 5500-SF

FILING_RECEIVED

FRED N. PERRY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 FRED N. PERRY PROPERTY TAX REDUCTION GROUP LLC.

Plan sponsor

Name

FRED N. PERRY PROPERTY TAX REDUCTION GROUP LLC

EIN

47-4016745

Address

175 DEER PARK RD · DIX HILLS, NY · 117464928

Phone

(631) 271-9500

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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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