Original filing (PDF)20250425135131NAL0005521411001

ACCRUED BENEFITS PLANNING, LTD.

Name: ACCRUED BENEFITS PLANNING, LTD. — ACCRUED BENEFITS PLANNING, LTD. 401 (K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ACCRUED BENEFITS PLANNING, LTD.

Form 5500-SF

FILING_RECEIVED

ACCRUED BENEFITS PLANNING, LTD. 401 (K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACCRUED BENEFITS PLANNING, LTD..

Plan sponsor

Name

ACCRUED BENEFITS PLANNING, LTD.

EIN

11-2882237all filings

Address

42 GRASSY POND DRIVE · SMITHTOWN, NY · 11787

Phone

(631) 543-2682

Industry