Original filing (PDF)20240131090125NAL0013727075001

EEE Investments

Name: EEE Investments — EEE Investments Cash Balance Plan, Form 5500 (2023)
Creator: EEE Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EEE Investments Cash Balance Plan

Defined-benefit pension plan · EEE Investments' EEE Investments Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Eugene E. Ellison signed EEE Investments' 2023 Form 5500 as plan administrator.

Eugene E. Ellison — 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

EEE Investments' EIN is 04-3494361.

EIN 04-3494361

Plan number 002

Plan year 2023

ACK ID 20240131090125NAL0013727075001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for EEE Investments from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

EEE Investments' plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off