Original filing (PDF)20240214100350NAL0013087297001

PDQ/CARTAN

Name: PDQ/CARTAN — PDQ/CARTAN 401(K) PLAN, Form 5500 (2023)
Creator: PDQ/CARTAN

Form 5500-SF

FILING_RECEIVED

PDQ/CARTAN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$695K

Net assets (EOY)

$695K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PDQ/CARTAN.

Plan sponsor

Name

PDQ/CARTAN

EIN

16-1437558

Address

PO BOX 93027 · 52 MARWAY CIRCLE · ROCHESTER, NY · 14692

Phone

(585) 475-0033

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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