How big is Westchester County Bar Assoc's plan?

Westchester County Bar Assoc's plan reported $241K in assets and 2 participants for 2023.

Original filing (PDF)20240613144934NAL0030861297001

Westchester County Bar Assoc

Name: Westchester County Bar Assoc — Westchester County, Form 5500 (2023)
Creator: Westchester County Bar Assoc
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westchester County Bar Assoc. Pension Plan

Defined-contribution retirement plan · Westchester County Bar Assoc's Westchester County Bar Assoc. Pension Plan held $241K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

People on this filing

Isabel Barney signed Westchester County Bar Assoc's 2023 Form 5500 as plan administrator.

Isabel Barney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Westchester County Bar Assoc's EIN is 13-2502255.

EIN 13-2502255

Plan number 001

Plan year 2023

ACK ID 20240613144934NAL0030861297001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Westchester County Bar Assoc from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Westchester County Bar Assoc's plan includes ERISA 404(c) participant direction, a default investment (QDIA), money-purchase contributions, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTCHESTER COUNTY BAR ASSOC.

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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 (99th percentile).

Plan sponsor

Name

WESTCHESTER COUNTY BAR ASSOC

EIN

all filings

Address

4 WESTCHESTER PARK DR STE 155 · WHITE PLAINS, NY · 10604

Phone

(914) 761-3707

Industry

Law Offices· Professional & Technical Services

Plan administrator