How big is Packard, Appleby & Rogers PC's plan?

Packard, Appleby & Rogers PC's plan reported $1.7M in assets and 11 participants for 2024.

Original filing (PDF)20250930134207NAL0014964320001

Packard, Appleby & Rogers PC

Name: Packard, Appleby & Rogers PC — Packard, Appleby &, Form 5500 (2024)
Creator: Packard, Appleby & Rogers PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Packard, Appleby & Rogers 401(k) Plan

401(k) retirement plan · Packard, Appleby & Rogers PC's Packard, Appleby & Rogers 401(k) Plan held $1.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Timothy Packard signed Packard, Appleby & Rogers PC's 2024 Form 5500 as plan administrator.

Timothy Packard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Packard, Appleby & Rogers PC's EIN is 86-0975987.

EIN 86-0975987

Plan number 001

Plan year 2024

ACK ID 20250930134207NAL0014964320001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Packard, Appleby & Rogers PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Packard, Appleby & Rogers PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACKARD, APPLEBY & ROGERS PC.

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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