Original filing (PDF)20241003192422NAL0020709970001

GLADE & ASSOCIATES

Name: GLADE & ASSOCIATES — GLADE & ASSOCIATES CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: GLADE & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

GLADE & ASSOCIATES CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLADE & ASSOCIATES.

Plan sponsor

Name

GLADE & ASSOCIATES

EIN

20-2551299

Address

15136 CALLE VERANO · CHINO HILLS, CA · 91709

Phone

(909) 860-1560

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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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