Original filing (PDF)20241015194048NAL0030779585001

Pension Associates Retirement Planning LLC

Name: Pension Associates Retirement Planning LLC — Form 5500 Plan 001 (2023)
Creator: Pension Associates Retirement Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pension Associates Retirement Plan

401(k) retirement plan · Pension Associates Retirement Planning LLC's Pension Associates Retirement Plan held $3.3M in plan assets for 42 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENSION ASSOCIATES RETIREMENT PLANNING LLC.

Plan sponsor

Name

PENSION ASSOCIATES RETIREMENT PLANNING LLC

EIN

20-1657244all filings

Address

2001 W. MAIN ST. STE 230 · STAMFORD, CT · 069024542

Phone

(203) 356-0306

Industry

Professional & Technical Services

Plan administrator