Original filing (PDF)20230929133244NAL0009022531001

GREGORY W. BAGEN ATTY AT LAW

Name: GREGORY W. BAGEN ATTY AT LAW — GREGORY W. BAGEN ATTY AT LAW RETIREMENT PLAN, Form 5500 (2022)
Creator: GREGORY W. BAGEN ATTY AT LAW

Form 5500-SF

FILING_RECEIVED

GREGORY W. BAGEN ATTY AT LAW RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGORY W. BAGEN ATTY AT LAW.

Plan sponsor

Name

GREGORY W. BAGEN ATTY AT LAW

EIN

14-1610080all filings

Address

3 STARR RIDGE RD., SUITE 200 · BREWSTER, NY · 10509

Phone

(845) 279-7000

Industry