Original filing (PDF)20251014125615NAL0006026450001

READE & COMPANY LLC

Name: READE & COMPANY LLC — READE & COMPANY LLC, CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: READE & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

READE & COMPANY LLC, CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 READE & COMPANY LLC.

Plan sponsor

Name

READE & COMPANY LLC

EIN

20-2081914

Address

277 WILLIS AVENUE · ROSLYN HEIGHTS, NY · 11577

Phone

(516) 802-2000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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