Original filing (PDF)20260127114507NAL0002840595001

RHODE ISLAND BAR ASSOCIATION

Name: RHODE ISLAND BAR ASSOCIATION — RHODE ISLAND BAR ASSOCIATION PENSION PLAN, Form 5500 (2024)
Creator: RHODE ISLAND BAR ASSOCIATION

Form 5500-SF

FILING_RECEIVED

RHODE ISLAND BAR ASSOCIATION PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 RHODE ISLAND BAR ASSOCIATION.

Plan sponsor

Name

RHODE ISLAND BAR ASSOCIATION

EIN

05-0282404

Address

41 SHARPE DR · CRANSTON, RI · 029204408

Phone

(401) 421-5740

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-27

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2C · Money purchase (other than target benefit)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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