How big is Percival and Associates, LLC's plan?

Percival and Associates, LLC's plan reported $3.2M in assets and 22 participants for 2025.

Original filing (PDF)20260327113604NAL0009348914002

Percival and Associates, LLC

Name: Percival and Associates, LLC — Percival and, Form 5500 (2025)
Creator: Percival and Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Percival and Associates, LLC 401(k) Plan

401(k) retirement plan · Percival and Associates, LLC's Percival and Associates, LLC 401(k) Plan held $3.2M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Percival and Associates, LLC's EIN is 90-0849922.

EIN 90-0849922

Plan number 001

Plan year 2025

ACK ID 20260327113604NAL0009348914002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Percival and Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Percival and Associates, 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 PERCIVAL AND ASSOCIATES, LLC.

Finding similar companies…

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