Original filing (PDF)20250226070235NAL0000398227001

PROFESSIONAL FINANCIAL STRATEGIES, INC.

Name: PROFESSIONAL FINANCIAL STRATEGIES, INC. — PROFESSIONAL FINANCIAL STRATEGIES CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: PROFESSIONAL FINANCIAL STRATEGIES, INC.

Form 5500-SF

FILING_RECEIVED

PROFESSIONAL FINANCIAL STRATEGIES CASH BALANCE PENSION 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 PROFESSIONAL FINANCIAL STRATEGIES, INC..

Plan sponsor

Name

PROFESSIONAL FINANCIAL STRATEGIES, INC.

EIN

16-1432561all filings

Address

P.O. BOX 999 · PITTSFORD, NY · 14534

Phone

(585) 218-9080

Industry

Finance & Insurancesee all

Plan administrator