Original filing (PDF)20241011110843NAL0012405587001

BARNETT & PUGLIANO, INC. D/B/A THE UPS STORE #3248

Name: BARNETT & PUGLIANO, INC. D/B/A THE UPS STORE #3248 — BARNETT & PUGLIANO, INC. D/B/A THE UPS STORE #3248 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BARNETT & PUGLIANO, INC. D/B/A THE UPS STORE #3248

Form 5500-SF

FILING_RECEIVED

BARNETT & PUGLIANO, INC. D/B/A THE UPS STORE #3248 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 BARNETT & PUGLIANO, INC. D/B/A THE UPS STORE #3248.

Plan sponsor

Name

BARNETT & PUGLIANO, INC. D/B/A THE UPS STORE #3248

EIN

59-3535103

Address

100 1ST AVENUE NORTH, UNIT 2006 · ST. PETERSBURG, FL · 33702

Phone

(727) 826-6075

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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