Original filing (PDF)20240821135429NAL0003996081001

LOCAL 295 FOR PENGUIN A/C

Name: LOCAL 295 FOR PENGUIN A/C — LOCAL 295 FOR PENGUIN A/C 401(K) PLAN, Form 5500 (2023)
Creator: LOCAL 295 FOR PENGUIN A/C

Form 5500-SF

FILING_RECEIVED

LOCAL 295 FOR PENGUIN A/C 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 295 FOR PENGUIN A/C.

Plan sponsor

Name

LOCAL 295 FOR PENGUIN A/C

EIN

11-1889503

Address

61-02 MAURICE AVENUE · MASPETH, NY · 11378

Phone

(718) 672-1415

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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