How big is Peter Vincent & Associates, LLC's plan?

Peter Vincent & Associates, LLC's plan reported $3.7M in assets and 14 participants for 2024.

Original filing (PDF)20251010143817NAL0008332289001

Peter Vincent & Associates, LLC

Name: Peter Vincent & Associates, LLC — Peter Vincent, Form 5500 (2024)
Creator: Peter Vincent & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter Vincent Architects 401(k) Profit Sharing Plan

401(k) retirement plan · Peter Vincent & Associates, LLC's Peter Vincent Architects 401(k) Profit Sharing Plan held $3.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Peter Vincent signed Peter Vincent & Associates, LLC's 2024 Form 5500 as plan administrator.

Peter Vincent — 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

Peter Vincent & Associates, LLC's EIN is 99-0350704.

EIN 99-0350704

Plan number 001

Plan year 2024

ACK ID 20251010143817NAL0008332289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter Vincent & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter Vincent & Associates, LLC's plan includes 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 PETER VINCENT & 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