Original filing (PDF)20250410114446NAL0013109011001

JAMES F. PERRY & COMPANY

Name: JAMES F. PERRY & COMPANY — JAMES F. PERRY RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: JAMES F. PERRY & COMPANY

Form 5500-SF

FILING_RECEIVED

JAMES F. PERRY RETIREMENT PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

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 JAMES F. PERRY & COMPANY.

Plan sponsor

Name

JAMES F. PERRY & COMPANY

EIN

65-0214370

Address

13501 SW 136TH ST STE 213 · MIAMI, FL · 331868321

Phone

(305) 233-7933

Industry

Finance & Insurancesee 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

2025-04-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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