Original filing (PDF)20230417111645NAL0007547395001

ANDE ROONEY, LTD.

Name: ANDE ROONEY, LTD. — ANDE ROONEY, LTD. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2022)
Creator: ANDE ROONEY, LTD.

Form 5500-SF

FILING_RECEIVED

ANDE ROONEY, LTD. CASH BALANCE PENSION PLAN AND TRUST

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 ANDE ROONEY, LTD..

Plan sponsor

Name

ANDE ROONEY, LTD.

EIN

14-1555385all filings

Address

3 LUMEN LANE · HIGHLAND, NY · 12528

Phone

(845) 691-2260

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-17

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

1H · PBGC-terminated and closed out

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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