· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALFRED J. LOOMER, CFP — ALFRED J. LOOMER, CFP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250912142145NAL0001378497001
ALFRED J. LOOMER, CFP
Form 5500-SF
FILING_RECEIVED
ALFRED J. LOOMER, CFP 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALFRED J. LOOMER, CFP
.
Find decision makers
Plan sponsor
Name
ALFRED J. LOOMER, CFP
EIN
20-0771568
Address
99 EAST RIVER DRIVE · EAST HARTFORD, CT · 06108
Phone
(860) 291-9160
Industry
Finance & Insurance
see all
Plan administrator
Name
ALFRED J. LOOMER, CFP
EIN
20-0771568
City
EAST HARTFORD, CT
Phone
(860) 291-9160
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
GATEWAY ADVISORY, LLC
GATEWAY ADVISORY, LLC 401(K) AND PROFIT SHARING PLAN
$2.3M · 6 participants
FORTERIS WEALTH MANAGEMENT, INC.
FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN
$2.3M · 3 participants
PACVENTURES, INC.
PACVENTURES, INC. 401(K) PROFIT SHARING PLAN
$2.3M · 6 participants
PAUL A KNIER INC
PAUL A KNIER INC 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 3 participants
THE CHATTERJEE MANAGEMENT CO.
THE CHATTERJEE MANAGEMENT COMPANY 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 6 participants
MERITAS WEALTH MANAGEMENT, LLC
MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
$2.3M · 11 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
