How big is Petrelli Previtera, LLC's plan?

Petrelli Previtera, LLC's plan reported $1.4M in assets and 27 participants for 2024.

Original filing (PDF)20251014154259NAL0006640962001

Petrelli Previtera, LLC

Name: Petrelli Previtera, LLC — Petrelli Previtera, LLC, Form 5500 (2024)
Creator: Petrelli Previtera, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petrelli Previtera, LLC 401(k) Plan

401(k) retirement plan · Petrelli Previtera, LLC's Petrelli Previtera, LLC 401(k) Plan held $1.4M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Petrelli Previtera, LLC's EIN is 82-0621701.

EIN 82-0621701

Plan number 001

Plan year 2024

ACK ID 20251014154259NAL0006640962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Petrelli Previtera, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Petrelli Previtera, LLC'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 PETRELLI PREVITERA, LLC.

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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