Original filing (PDF)20240613144934NAL0030861297001

WESTCHESTER COUNTY BAR ASSOC

Name: WESTCHESTER COUNTY BAR ASSOC — WESTCHESTER COUNTY BAR ASSOC. PENSION PLAN, Form 5500 (2023)
Creator: WESTCHESTER COUNTY BAR ASSOC

Form 5500-SF

FILING_RECEIVED

WESTCHESTER COUNTY BAR ASSOC. PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

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).

Decision-maker contacts

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

Plan sponsor

Name

WESTCHESTER COUNTY BAR ASSOC

EIN

13-2502255all filings

Address

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

Phone

(914) 761-3707

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