PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
32
Accounts w/ balance
32
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
Plan health score
85
/ 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 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
49
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC..
