· 2022–2024 · DOL EFAST2

Perks Pusateri & Co LLC — Perks Pusateri & Co LLC, Form 5500 (2025)

Original filing (PDF)20260604152100NAL0000819395001

Perks Pusateri & Co LLC

Form 5500-SF

FILING_RECEIVED

Perks Pusateri & Co LLC 401(k)

401(k) retirement plan · Perks Pusateri & Co LLC's Perks Pusateri & Co LLC 401(k) held $732K in plan assets for 24 participants in 2025.

Active participants

24

Accounts w/ balance

15

Plan assets (EOY)

$732K

Net assets (EOY)

$732K

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

60

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERKS PUSATERI & CO LLC.

Plan sponsor

Name

PERKS PUSATERI & CO LLC

EIN

81-4561266all filings

Address

137 COMMERCE PARK DRIVE · WESTERVILLE, OH · 43082

Phone

(614) 392-7800

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

CHC Financial Solutions, LLC

CHC Financial Solutions, LLC 401(k) Plan

$732K · 2 participants

Donald S. Bicking and Associates

Donald S. Bicking & Associates PC 401(k) Plan

$730K · 20 participants

Michael S. Hawes & Associates

Michael S. Hawes & Associates Profit Sharing Plan

$730K · 2 participants

Nelson CPA, PLLC

Nelson CPA 401(k) Plan

$733K · 7 participants

The HUTT Company, LLC

The HUTT Co. 401(k) Plan

$734K · 7 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.