Original filing (PDF)20251114121008NAL0005762322001

P.H. DONNELLY & ASSOCIATES, INC. D.B.A. J.F. GLEESON & ASSOCIATES, INC

Name: P.H. DONNELLY & ASSOCIATES, INC. D.B.A. J.F. GLEESON & ASSOCIATES, INC — FINAL J.F. GLEESON & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: P.H. DONNELLY & ASSOCIATES, INC. D.B.A. J.F. GLEESON & ASSOCIATES, INC

Form 5500-SF

FILING_RECEIVED

FINAL J.F. GLEESON & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P.H. DONNELLY & ASSOCIATES, INC. D.B.A. J.F. GLEESON & ASSOCIATES, INC.

Plan sponsor

Name