Original filing (PDF)20251013151837NAL0003439106001

ROY M RATHE ASSOCIATES INC

Name: ROY M RATHE ASSOCIATES INC — ROY M RATHE ASSOCIATES INC CASH BALANCE PLAN, Form 5500 (2024)
Creator: ROY M RATHE ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

ROY M RATHE ASSOCIATES INC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score

/ 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROY M RATHE ASSOCIATES INC.

Plan sponsor

Name

ROY M RATHE ASSOCIATES INC

EIN

11-2165407

Address

1650 NEW HWY · FARMINGDALE, NY · 117351510

Phone

(631) 822-1200

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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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