Original filing (PDF)20251014113156NAL0005704962001

PURCELL, FLANAGAN, HAY & GREENE, P.A.

Name: PURCELL, FLANAGAN, HAY & GREENE, P.A. — PURCELL, FLANAGAN, HAY & GREENE, P.A. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PURCELL, FLANAGAN, HAY & GREENE, P.A.

Form 5500-SF

FILING_RECEIVED

PURCELL, FLANAGAN, HAY & GREENE, P.A. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURCELL, FLANAGAN, HAY & GREENE, P.A..

Plan sponsor

Name

PURCELL, FLANAGAN, HAY & GREENE, P.A.

EIN