How big is The Proxy Advisory Group, LLC's plan?

The Proxy Advisory Group, LLC's plan reported $1.0M in assets and 1 participants for 2023.

Original filing (PDF)20240917184423NAL0002005155001

The Proxy Advisory Group, LLC

Name: The Proxy Advisory Group, LLC — The Proxy Advisory, Form 5500 (2023)
Creator: The Proxy Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Proxy Advisory Group, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · The Proxy Advisory Group, LLC's The Proxy Advisory Group, LLC Defined Benefit Pension Plan held $1.0M in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

The Proxy Advisory Group, LLC's EIN is 20-3992348.

EIN 20-3992348

Plan number 002

Plan year 2023

ACK ID 20240917184423NAL0002005155001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Proxy Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Proxy Advisory Group, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PROXY ADVISORY GROUP, LLC.

Finding similar companies…

Plan health score

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

Helping the score