Original filing (PDF)20250708101202NAL0010938834001

PURCHASING ALLIANCE, INC.

Name: PURCHASING ALLIANCE, INC. — PURCHASING ALLIANCE, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: PURCHASING ALLIANCE, INC.

Form 5500-SF

FILING_RECEIVED

PURCHASING ALLIANCE, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

100

/ 100

Grade A

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

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURCHASING ALLIANCE, INC..

Plan sponsor

Name

PURCHASING ALLIANCE, INC.

EIN

20-1087344

Address

24 HILLVALE RD · SYOSSET, NY · 117916903

Phone

(516) 293-1440

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

2025-07-08

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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