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PENSION ASSOCIATES RETIREMENT PLANNING LLC — PENSION ASSOCIATES RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241015194048NAL0030779585001
PENSION ASSOCIATES RETIREMENT PLANNING LLC
Form 5500-SF
FILING_RECEIVED
PENSION ASSOCIATES RETIREMENT PLAN
401(k) retirement plan
Active participants
42
Accounts w/ balance
41
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
PENSION ASSOCIATES RETIREMENT PLANNING LLC
.
Find decision makers
Plan sponsor
Name
PENSION ASSOCIATES RETIREMENT PLANNING LLC
EIN
20-1657244
Address
2001 W. MAIN ST. STE 230 · STAMFORD, CT · 069024542
Phone
(203) 356-0306
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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