· 2022–2024 · DOL EFAST2

LOU PONTIGO & ASSOCIATES, INC. — LOU PONTIGO & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20260205085034NAL0007331490001

LOU PONTIGO & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

LOU PONTIGO & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.6 mo

Active participants

17

Accounts w/ balance

15

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

90

Total plan cost

n/a

Plan health

38

Vendor & structure

100

Knocking points off

Filed 2.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOU PONTIGO & ASSOCIATES, INC..

Plan sponsor

Name

LOU PONTIGO & ASSOCIATES, INC.

EIN

59-3599471

Address

4745 SUTTON PARK COURT · SUITE 204 · JACKSONVILLE, FL · 32224

Phone

(904) 242-0908

Industry

Engineering Services· 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

2026-02-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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