Original filing (PDF)20250603093311NAL0029306450001

CANNAN ALEXANDER SCOTT LLC

Name: CANNAN ALEXANDER SCOTT LLC — CANNAN ALEXANDER SCOTT LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: CANNAN ALEXANDER SCOTT LLC

Form 5500-SF

FILING_RECEIVED

CANNAN ALEXANDER SCOTT LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 CANNAN ALEXANDER SCOTT LLC.

Plan sponsor

Name

CANNAN ALEXANDER SCOTT LLC

EIN

16-1574048

Address

49 WILSHIRE ROAD · ROCHESTER, NY · 14618

Phone

(585) 261-6074

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

ACOS ENTERPRISES

ACOS ENTERPRISES 401(K) PLAN

$4.3M · 41 participants

TECH PLAN, INC.

TECH PLAN 401(K) AND PROFIT SHARING PLAN

$4.3M · 42 participants

MASTER MAGNETICS, INC.

MASTER MAGNETICS, INC. 401(K) PLAN

$4.3M · 96 participants

INDEPENDENT PIPE & STEEL, INC.

INDEPENDENT PIPE & STEEL, INC. CASH BALANCE PLAN

$4.3M · 16 participants

UNITED RIBBON CO., INC DBS UNITED IMAGING

UNITED IMAGING SAVINGS AND RETIREMENT PLAN

$4.2M · 29 participants