Original filing (PDF)20231025093706NAL0009673344001

AEA CONSULTING, LLC

Name: AEA CONSULTING, LLC — AEA CONSULTING CASH BALANCE PLAN, Form 5500 (2022)
Creator: AEA CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

AEA CONSULTING CASH BALANCE PLAN

Defined-benefit pension 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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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

003

Plan year

2022

Plan year begin

2022-10-01

Tax period

2023-08-15

Filed

2023-10-25

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size Professional & Technical Services plans

NEWINGHAM HOLDINGS LLC

NEWINGHAM HOLDINGS LLC EMPLOYEE GROUP HEALTH PLAN

ANTERO, INC.

ANTERO 401(K)

THE D. MAJOR GROUP, LLC

THE D. MAJOR GROUP, LLC CASH BALANCE PENSION PLAN

PM SOLUTIONS CONSULTING LLC

PM SOLUTIONS CONSULTING 401(K) PLAN

APEX CREATIVE

APEX CREATIVE 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.