Original filing (PDF)20240906083016NAL0000846129001

ROBIN S. WEINGAST & ASSOCIATES, INC

Name: ROBIN S. WEINGAST & ASSOCIATES, INC — ROBIN S. WEINGAST & ASSOCIATES, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: ROBIN S. WEINGAST & ASSOCIATES, INC

Form 5500-SF

FILING_RECEIVED

ROBIN S. WEINGAST & ASSOCIATES, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBIN S. WEINGAST & ASSOCIATES, INC.

Plan sponsor

Name

ROBIN S. WEINGAST & ASSOCIATES, INC

EIN

11-2859146all filings

Address

P.O. BOX 1410 · AMAGANSETT, NY · 11930

Phone

(516) 794-1450

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator