Original filing (PDF)20250909140259NAL0020316241001

PEPPERMAN, EMBOULAS, SCHWARTZ & TODARO, L.L.C.

Name: PEPPERMAN, EMBOULAS, SCHWARTZ & TODARO, L.L.C. — PEPPERMAN, EMBOULAS, SCHWARTZ & TODARO, L.L.C. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: PEPPERMAN, EMBOULAS, SCHWARTZ & TODARO, L.L.C.

Form 5500-SF

FILING_RECEIVED

PEPPERMAN, EMBOULAS, SCHWARTZ & TODARO, L.L.C. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 PEPPERMAN, EMBOULAS, SCHWARTZ & TODARO, L.L.C..

Plan sponsor

Name

PEPPERMAN, EMBOULAS, SCHWARTZ & TODARO, L.L.C.

EIN

72-0207210

Address

1815 CLEARVIEW PARKWAY · METAIRIE, LA · 70001

Phone

(504) 837-4555

Industry

CPA Offices· 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

2025-09-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Related plans

Similar-size CPA Offices plans

KENNETH LEVY CPA PLLC

KENNETH LEVY CPA 401K PENSION PLAN

$3.2M · 5 participants

GRAY-PILGRIM AND ASSOCIATES, LLC

GRAY-PILGRIM AND ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

$3.2M · 17 participants

KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO

KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO 401K PLAN

$3.1M · 169 participants

DRESCHER & MALECKI, LLP

DRESCHER & MALECKI LLP 401 (K) PLAN

$3.1M · 27 participants

K.K. MEHTA CPA ASSOCIATES PLLC

K. K. M CPA ASSOCIATES PLLC DEFINED BENEFIT PLAN