Original filing (PDF)20241015162710NAL0050440688001

WORK&PARTNERS LLC

Name: WORK&PARTNERS LLC — WORK&PARTNERS LLC DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: WORK&PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

WORK&PARTNERS LLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$218K

Net assets (EOY)

$218K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORK&PARTNERS LLC.

Plan sponsor

Name

WORK&PARTNERS LLC

EIN

20-2142410

Address

3 MORGAN DR #193 · MOUNT KISCO, NY · 105497219

Phone

(914) 328-2100

Industry

Admin Support & Waste Mgmtsee 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

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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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