How big is Edward Albee C/O A. Kozak & Co., LLP's plan?

Edward Albee C/O A. Kozak & Co., LLP's plan reported $570K in assets for 2024.

Original filing (PDF)20251007155158NAL0011722690001

Edward Albee C/O A. Kozak & Co., LLP

Name: Edward Albee C/O A. Kozak & Co., LLP — Edward Albee, Form 5500 (2024)
Creator: Edward Albee C/O A. Kozak & Co., LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edward Albee Pension Trust

Defined-benefit pension plan · Edward Albee C/O A. Kozak & Co., LLP's Edward Albee Pension Trust reported $570K in plan assets in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$570K

Net assets (EOY)

$570K

Plan identifiers

Edward Albee C/O A. Kozak & Co., LLP's EIN is 13-1974542.

EIN 13-1974542

Plan number 002

Plan year 2024

ACK ID 20251007155158NAL0011722690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edward Albee C/O A. Kozak & Co., LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edward Albee C/O A. Kozak & Co., LLP's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDWARD ALBEE C/O A. KOZAK & CO., LLP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off