How big is Petti and Briones PLLC's plan?

Petti and Briones PLLC's plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250909182343NAL0034066816001

Petti and Briones PLLC

Name: Petti and Briones PLLC — Petti and Briones PLLC, Form 5500 (2024)
Creator: Petti and Briones PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petti and Briones PLLC 401(k)

401(k) retirement plan · Petti and Briones PLLC's Petti and Briones PLLC 401(k) held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Petti and Briones PLLC's EIN is 80-0674782.

EIN 80-0674782

Plan number 001

Plan year 2024

ACK ID 20250909182343NAL0034066816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Petti and Briones PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Petti and Briones PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETTI AND BRIONES PLLC.

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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