How big is National CD Rateline, Inc.'s plan?

National CD Rateline, Inc.'s plan reported $2.1M in assets and 6 participants for 2024.

Original filing (PDF)20251015111836NAL0006076112001

National CD Rateline, Inc.

Name: National CD Rateline, Inc. — National CD Rateline, Form 5500 (2024)
Creator: National CD Rateline, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

National CD Rateline 401(k) Profit Sharing Plan

401(k) retirement plan · National CD Rateline, Inc.'s National CD Rateline 401(k) Profit Sharing Plan held $2.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

National CD Rateline, Inc.'s EIN is 11-3407488.

EIN 11-3407488

Plan number 001

Plan year 2024

ACK ID 20251015111836NAL0006076112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for National CD Rateline, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

National CD Rateline, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (88th percentile).

Plan sponsor

Name

NATIONAL CD RATELINE, INC

EIN

all filings

Address

4665 NESCONSET HIGHWAY · PORT JEFF STATION, NY · 11766

Phone

(631) 924-3400

Industry

Admin Support & Waste Mgmt

Plan administrator