Original filing (PDF)20251006125525NAL0008930290001

PERALES & FERNANDEZ, LLP

Name: PERALES & FERNANDEZ, LLP — PERALES & FERNANDEZ, LLP PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PERALES & FERNANDEZ, LLP

Form 5500-SF

FILING_RECEIVED

PERALES & FERNANDEZ, LLP PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 PERALES & FERNANDEZ, LLP.

Plan sponsor

Name

PERALES & FERNANDEZ, LLP

EIN

54-2641779

Address

1216 CANTON STREET · ROSWELL, GA · 30075

Phone

(404) 320-0088

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

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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GRIFFITH, MASUDA & HOBBS, A PROFESSIONAL LAW CORPORATION