How big is Pelletier & Leo, LLP's plan?

Pelletier & Leo, LLP's plan reported $3.5M in assets and 9 participants for 2024.

Original filing (PDF)20250825104323NAL0007769137001

Pelletier & Leo, LLP

Name: Pelletier & Leo, LLP — P & L Retirement Trust, Form 5500 (2024)
Creator: Pelletier & Leo, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

P & L Retirement Trust

401(k) retirement plan · Pelletier & Leo, LLP's P & L Retirement Trust held $3.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Pelletier & Leo, LLP's EIN is 95-4018300.

EIN 95-4018300

Plan number 001

Plan year 2024

ACK ID 20250825104323NAL0007769137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pelletier & Leo, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pelletier & Leo, LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PELLETIER & LEO, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

PELLETIER & LEO, LLP

EIN

all filings

Address

13300 CROSSROADS PKWY. N., #170 · CITY OF INDUSTRY, CA · 91746

Phone

(626) 839-2400

Industry

CPA Offices· Professional & Technical Services

Plan administrator