How big is Peartree+Belli Architects, Inc.'s plan?

Peartree+Belli Architects, Inc.'s plan reported $868K in assets and 8 participants for 2024.

Original filing (PDF)20250709130356NAL0008124832001

Peartree+Belli Architects, Inc.

Name: Peartree+Belli Architects, Inc. — Peartree+Belli, Form 5500 (2024)
Creator: Peartree+Belli Architects, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peartree+Belli Architects, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Peartree+Belli Architects, Inc.'s Peartree+Belli Architects, Inc. 401(k) Profit Sharing Plan held $868K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$868K

Net assets (EOY)

$868K

People on this filing

David Peartree signed Peartree+Belli Architects, Inc.'s 2024 Form 5500 as plan administrator.

David Peartree — 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

Peartree+Belli Architects, Inc.'s EIN is 77-0561479.

EIN 77-0561479

Plan number 001

Plan year 2024

ACK ID 20250709130356NAL0008124832001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peartree+Belli Architects, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peartree+Belli Architects, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PEARTREE+BELLI ARCHITECTS, INC.

EIN

all filings

Address

235 MONTEREY ST, SUITE B · SALINAS, CA · 93901

Phone

(831) 424-4620

Industry

Professional & Technical Services

Plan administrator