Original filing (PDF)20230905095159NAL0008165347001

AEA CONSULTING, LLC

Name: AEA CONSULTING, LLC — AEA CONSULTING PROFIT SHARING PLAN, Form 5500 (2022)
Creator: AEA CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

AEA CONSULTING PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AEA CONSULTING, LLC.

Plan sponsor

Name

AEA CONSULTING, LLC

EIN

13-4050460all filings

Address

380 MAIN STREET · SUITE 300 · BEACON, NY · 12508

Phone

(845) 765-8100

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-10-01

Tax period

2023-08-15

Filed

2023-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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