Original filing (PDF)20250717121410NAL0000254609001

PEREZ, WILLIAMS, MEDINA & RODRIGUEZ LLP

Name: PEREZ, WILLIAMS, MEDINA & RODRIGUEZ LLP — PROFIT SHARING PLAN OF PEREZ, WILLIAMS, MEDINA & RODRIGUEZ, LLP, Form 5500 (2024)
Creator: PEREZ, WILLIAMS, MEDINA & RODRIGUEZ LLP

Form 5500-SF

FILING_RECEIVED

PROFIT SHARING PLAN OF PEREZ, WILLIAMS, MEDINA & RODRIGUEZ, LLP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

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 PEREZ, WILLIAMS, MEDINA & RODRIGUEZ LLP.

Plan sponsor

Name

PEREZ, WILLIAMS, MEDINA & RODRIGUEZ LLP

EIN

77-0583334

Address

1432 DIVISADERO STREET · FRESNO, CA · 93721

Phone

(559) 445-0123

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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