Original filing (PDF)20250701130951NAL0012713169001

ACTUARIAL IDEAS, INC.

Name: ACTUARIAL IDEAS, INC. — ACTUARIAL IDEAS, INC. RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: ACTUARIAL IDEAS, INC.

Form 5500-SF

FILING_RECEIVED

ACTUARIAL IDEAS, INC. RETIREMENT PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$849K

Net assets (EOY)

$849K

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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACTUARIAL IDEAS, INC..

Plan sponsor

Name

ACTUARIAL IDEAS, INC.

EIN

13-3130986

Address

10 ELYISE ROAD · MONSEY, NY · 10952

Phone

(845) 622-1400

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