Original filing (PDF)20250522100702NAL0002552929001

NICHOLAS EFTHEMIS, INC.

Name: NICHOLAS EFTHEMIS, INC. — PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN, Form 5500 (2024)
Creator: NICHOLAS EFTHEMIS, INC.

Form 5500-SF

FILING_RECEIVED

PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NICHOLAS EFTHEMIS, INC..

Plan sponsor

Name

NICHOLAS EFTHEMIS, INC.

EIN

92-1372889all filings

Address

5500 MAIN STREET · SUITE 260 · WILLIAMSVILLE, NY · 14221

Phone

(716) 828-8390

Industry

Finance & Insurancesee all

Plan administrator

Name

TPS GROUP 3(16) SERVICES, LLC

EIN

82-3348747

City

AMHERST, NY

Phone

(716) 839-9405

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

UP PARTNERS MANAGEMENT COMPANY LLC

UP PARTNERS MANAGEMENT COMPANY 401(K) PLAN

$183K · 12 participants

MAAEKA INVESTMENT, LLC

MAAEKA INVESTMENT 401(K) PLAN

$183K · 10 participants

MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.

MJT & ASSOCIATES 401(K) & PROFIT SHARING PLAN

$183K · 2 participants

STEELHEAD CAPITAL MANGEMENT, LLC

STEELHEAD CAPITAL MANGEMENT 401(K) PLAN

$183K · 3 participants

OAK TREE WEALTH PARTNERS

OAK TREE WEALTH PARTNERS 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.