Original filing (PDF)20250824203712NAL0003626707001

FIRST ADJUSTMENT GROUP, INC.

Name: FIRST ADJUSTMENT GROUP, INC. — FIRST ADJUSTMENT GROUP, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: FIRST ADJUSTMENT GROUP, INC.

Form 5500-SF

FILING_RECEIVED

FIRST ADJUSTMENT GROUP, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$766K

Net assets (EOY)

$766K

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 FIRST ADJUSTMENT GROUP, INC..

Plan sponsor

Name

FIRST ADJUSTMENT GROUP, INC.

EIN

11-3636718

Address

31 OAK STREET · PATCHOGUE, NY · 11772

Phone

(631) 654-8081

Industry

Finance & Insurancesee 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

2025-08-24

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Finance & Insurance plans

CBI HOLDINGS

CBI HOLDINGS 401(K) PLAN

$767K · 14 participants

MARTIN D. OLSON FINANCIAL, LLC

MARTIN D. OLSON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$764K · 4 participants

PARTNER INSURANCE ADVISORS, INC.

PARTNER INSURANCE ADVISORS 401(K) PLAN

$768K · 8 participants

CARPENTER MORSE GROUP

CARPENTER MORSE GROUP 401(K) PROFIT SHARING PLAN

$764K · 13 participants

OLIVER, THOMAS & HOLLIS INVESTIGATIONS, INC.

OLIVER, THOMAS & HOLLIS INVESTIGATIONS, INC. RETIREMENT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.