Original filing (PDF)20230915122458NAL0052390578001

CORPORATE SOLUTIONS GROUP, LLC

Name: CORPORATE SOLUTIONS GROUP, LLC — CORPORATE SOLUTIONS GROUP, LLC CASH BALANCE PENSION TRUST, Form 5500 (2022)
Creator: CORPORATE SOLUTIONS GROUP, LLC

Form 5500-SF

FILING_RECEIVED

CORPORATE SOLUTIONS GROUP, LLC CASH BALANCE PENSION TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 CORPORATE SOLUTIONS GROUP, LLC.

Plan sponsor

Name

CORPORATE SOLUTIONS GROUP, LLC

EIN

20-3963392

Address

40 FULTON STREET · NEW YORK, NY · 10038

Phone

(212) 433-5500

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Finance & Insurance plans

HARRIS AND WEIEL FINANCIAL GROUP, INC.

CAPSTONE 401(K) PLAN AND TRUST

$1.5M · 2 participants

CARLTON ADVISORY SERVICES, INC.

CAS DEFINED BENEFIT PLAN

$1.5M

FINANCIAL VALUATION ADVISORS, INC.

FINANCIAL VALUATION ADVISORS, INC. 401(K) PROFIT SHARING PLAN

$1.5M · 3 participants

AFFIRMATIVE INVESTMENTS, INC.

AFFIRMATIVE INVESTMENTS INC. RETIREMENT PLAN

$1.5M · 4 participants

FLAGGSHIP FINANCIAL INC

FLAGGSHIP FINANCIAL INC 401(K) PROFIT SHARING PLAN & TRUST