Original filing (PDF)20250421155150NAL0003148945001

MATTHEW PELIKAN LLC DBA PELIKAN & ORRIS LLC

Name: MATTHEW PELIKAN LLC DBA PELIKAN & ORRIS LLC — PELIKAN & ORRIS LLC RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: MATTHEW PELIKAN LLC DBA PELIKAN & ORRIS LLC

Form 5500-SF

FILING_RECEIVED

PELIKAN & ORRIS LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATTHEW PELIKAN LLC DBA PELIKAN & ORRIS LLC.

Plan sponsor

Name

MATTHEW PELIKAN LLC DBA PELIKAN & ORRIS LLC

EIN