Original filing (PDF)20230615143234NAL0038765473001

PROVOST ASSOCIATES, LLC

Name: PROVOST ASSOCIATES, LLC — PROVOST ASSOCIATES, LLC 401K PLAN, Form 5500 (2022)
Creator: PROVOST ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

PROVOST ASSOCIATES, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROVOST ASSOCIATES, LLC.

Plan sponsor

Name

PROVOST ASSOCIATES, LLC

EIN

04-3763937

Address

10002 N. 38TH ST · PHOENIX, AZ · 850284012

Phone

(480) 477-0448

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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