· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SLOCUM GORDON AND CO LLP — SLOCUM GORDON AND CO LLP RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250407121333NAL0032615794001
SLOCUM GORDON AND CO LLP
Form 5500-SF
FILING_RECEIVED
SLOCUM GORDON AND CO LLP RETIREMENT PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SLOCUM GORDON AND CO LLP
.
Find decision makers
Plan sponsor
Name
SLOCUM GORDON AND CO LLP
EIN
05-0377294
Address
39 MILL STREET · NEWPORT, RI · 02840
Phone
(401) 849-4900
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
TERRA NOVA ASSET MANAGEMENT, LLC
TERRA NOVA ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$2.9M · 3 participants
OPPIDAN INVESTMENT COMPANY
OPPIDAN INVESTMENT COMPANY CASH BALANCE PLAN
$2.9M · 36 participants
PLAFSKY FAMILY LLC
PLAFSKY FAMILY LLC PROFIT SHARING PLAN
$2.9M · 2 participants
ADVANCED WEALTH MANAGEMENT GROUP, INC.
AWMG 401(K) PLAN
$2.9M · 11 participants
GOEPPER BURKHARDT, LLC
GOEPPER BURKHARDT, LLC 401(K) RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.9M · 4 participants
LEVERTY FINANCIAL GROUP
LEVERTY FINANCIAL GROUP 401(K) PLAN
$2.9M · 7 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
