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THE INCENTIVE GROUP INC. — THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250410102050NAL0013082387001
THE INCENTIVE GROUP INC.
Form 5500-SF
FILING_RECEIVED
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE INCENTIVE GROUP INC.
.
Find decision makers
Plan sponsor
Name
THE INCENTIVE GROUP INC.
EIN
13-3478164
Address
399 KNOLLWOOD ROAD, SUITE 104 · WHITE PLAINS, NY · 10603
Phone
(914) 948-0904
Industry
Admin Support & Waste Mgmt
see 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
2025-04-10
Pension benefit codes
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
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Helping the score
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