Original filing (PDF)20230707090816NAL0015703345001

AULD & ASSOCIATES INVESTIGATIONS, INC.

Name: AULD & ASSOCIATES INVESTIGATIONS, INC. — AULD & ASSOCIATES, Form 5500 (2022)
Creator: AULD & ASSOCIATES INVESTIGATIONS, INC.

Form 5500-SF

FILING_RECEIVED

AULD & ASSOCIATES

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 AULD & ASSOCIATES INVESTIGATIONS, INC..

Plan sponsor

Name

AULD & ASSOCIATES INVESTIGATIONS, INC.

EIN

20-0144586

Address

4673 WEST CHESTER PIKE · NEWTOWN SQUARE, PA · 190732227

Phone

(610) 656-4967

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-31

Filed

2023-07-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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