How big is Petty Group LLP's plan?

Petty Group LLP's plan reported $8.0M in assets and 34 participants for 2024.

Original filing (PDF)20250811110914NAL0003916675001

Petty Group LLP

Name: Petty Group LLP — Petty Group LLP Profit Sharing, Form 5500 (2024)
Creator: Petty Group LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petty Group LLP Profit Sharing 401(k) Plan

401(k) retirement plan · Petty Group LLP's Petty Group LLP Profit Sharing 401(k) Plan held $8.0M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

David a Barlow signed Petty Group LLP's 2024 Form 5500 as plan administrator.

David a Barlow — 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

Petty Group LLP's EIN is 74-1575674.

EIN 74-1575674

Plan number 001

Plan year 2024

ACK ID 20250811110914NAL0003916675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Petty Group LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Petty Group LLP'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 PETTY GROUP LLP.

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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