Original filing (PDF)20250708092251NAL0002139299001

ROBERT PECCIA & ASSOCIATES, INC.

Name: ROBERT PECCIA & ASSOCIATES, INC. — ROBERT PECCIA & ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT PECCIA & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ROBERT PECCIA & ASSOCIATES, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

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 ROBERT PECCIA & ASSOCIATES, INC..

Plan sponsor

Name

ROBERT PECCIA & ASSOCIATES, INC.

EIN

81-0379334

Address

3147 SADDLE DR. · HELENA, MT · 59601

Phone

(406) 447-5000

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

MARSHALL MILLER & ASSOCIATES, INC.

MARSHALL MILLER & ASSOCIATES, INC. 401(K)PLAN

$14.3M · 38 participants

TECHNICAL ASSOCIATES OF GEORGIA, INC.

TECHNICAL ASSOCIATES OF GEORGIA, INC. RETIREMENT PLAN

$14.3M · 308 participants

E.I. ASSOCIATES GROUP, INC.

E. I. ASSOCIATES EMPLOYEES 401(K) PROFIT SHARING PLAN

$14.3M · 105 participants

CAS ENTERPRISES, INC.

CAS ENGINEERING 401K PLAN

$14.3M · 20 participants

SCHMUCKER, PAUL, NOHR & ASSOCIATES, INC.

SCHMUCKER, PAUL, NOHR & ASSOCIATES, INC. 401(K) PLAN