Original filing (PDF)20250415174204NAL0001616419001

DUCHARME GOLDIE & ADAMS PC

Name: DUCHARME GOLDIE & ADAMS PC — DUCHARME GOLDIE & ADAMS PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DUCHARME GOLDIE & ADAMS PC

Form 5500-SF

FILING_RECEIVED

DUCHARME GOLDIE & ADAMS PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 DUCHARME GOLDIE & ADAMS PC.

Plan sponsor

Name

DUCHARME GOLDIE & ADAMS PC

EIN

87-4560737

Address

2 JUDSON STREET · CANTON, NY · 13617

Phone

(315) 386-8544

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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