Original filing (PDF)20241029092152NAL0009541026001

RETENTION CONSULTING SERVICES

Name: RETENTION CONSULTING SERVICES — Form 5500 (2023)
Creator: RETENTION CONSULTING SERVICES

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$441K

Net assets (EOY)

$441K

Plan health score

/ 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RETENTION CONSULTING SERVICES.

Plan sponsor

Name

RETENTION CONSULTING SERVICES

EIN

20-4393756

Address

270 NORTHPOINTE PARKWAY · SUITE 40 · AMHERST, NY · 14228

Phone

(716) 650-4597

Industry

Management of Companies / Holdingssee 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

2024-10-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

NEXXUS HOLDINGS, INC.

NEXXUS HOLDINGS, INC. 401(K) PLAN

$440K · 3 participants

SILVAN GROUP, LLC

SILVAN GROUP, LLC RETIREMENT READINESS 401(K) PLAN

$440K · 25 participants

STARK SOLUTIONS LLC

STARK SOLUTIONS LLC 401(K) PROFIT SHARING PLAN

$438K · 65 participants

REPUBLIC CAPITAL GROUP HOLDING

REPUBLIC CAPITAL GROUP HOLDING 401(K) PROFIT SHARING PLAN & TRUST

$436K · 7 participants

PICKERING MANAGEMENT SERVICES, INC.

PICKERING MANAGEMENT SERVICES, INC. 401(K) PLAN