Original filing (PDF)20231013150600NAL0023038019001

ACKERLY & WARD

Name: ACKERLY & WARD — ACKERLY & WARD RETIREMENT PLAN, Form 5500 (2022)
Creator: ACKERLY & WARD

Form 5500-SF

FILING_RECEIVED

ACKERLY & WARD RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 ACKERLY & WARD.

Plan sponsor

Name

ACKERLY & WARD

EIN

06-1358610

Address

1318 BEDFORD STREET · STAMFORD, CT · 06905

Phone

(203) 975-1151

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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