Original filing (PDF)20250721073113NAL0001442720001

ACTUARIAL & TECHNICAL SOLUTIONS, INC.

Name: ACTUARIAL & TECHNICAL SOLUTIONS, INC. — ACTUARIAL SOLUTIONS 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: ACTUARIAL & TECHNICAL SOLUTIONS, INC.

Form 5500-SF

FILING_RECEIVED

ACTUARIAL SOLUTIONS 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACTUARIAL & TECHNICAL SOLUTIONS, INC..

Plan sponsor

Name

ACTUARIAL & TECHNICAL SOLUTIONS, INC.

EIN

13-3539401

Address

1767 VETERANS MEMORIAL HIGHWAY · SUITE 16 · ISLANDIA, NY · 11749

Phone

(631) 471-8655

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

STUART SOLUTIONS LLC

STUART SOLUTIONS LLC 401(K) PLAN & TRUST

$2.6M · 7 participants

LEAVITT FUNERAL HOME, INC.

LEAVITT FUNERAL HOME, INC. PROFIT SHARING PLAN

$2.6M · 41 participants

BANNER PUBLIC AFFAIRS LLC

BANNER PUBLIC AFFAIRS LLC 401(K) PROFIT SHARING PLAN

$2.6M · 12 participants

COMMONWEALTH INSURANCE AGENCIES GROUP, INC.

COMMONWEALTH INSURANCE GROUP RETIREMENT PLAN

$2.6M · 35 participants

ASPEN API, INC.

ASPEN 401K AND RETIREMENT PROFIT SHARING PLAN