How big is PUGH & Company, PC's plan?

PUGH & Company, PC's plan reported $27.3M in assets and 84 participants for 2024.

Original filing (PDF)20250908135357NAL0019365649001

PUGH & Company, PC

Name: PUGH & Company, PC — PUGH & Company, P.C. Asset, Form 5500 (2024)
Creator: PUGH & Company, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PUGH & Company, P.C. Asset Accumulation 401(k) Retirement Plan II

401(k) retirement plan · PUGH & Company, PC's PUGH & Company, P.C. Asset Accumulation 401(k) Retirement Plan II held $27.3M in plan assets for 84 participants in 2024.

Active participants

Accounts w/ balance

124

Plan assets (EOY)

$27.3M

Net assets (EOY)

$27.3M

People on this filing

Ted HOTZ signed PUGH & Company, PC's 2024 Form 5500 as plan administrator.

Ted HOTZ — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PUGH & Company, PC's EIN is 62-1142155.

EIN 62-1142155

Plan number 002

Plan year 2024

ACK ID 20250908135357NAL0019365649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PUGH & Company, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PUGH & Company, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PUGH & COMPANY, PC.

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Plan health score

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

100

Helping the score