Original filing (PDF)20250606121809NAL0021233520001

PRECISION FINANCIAL SERVICES, INC.

Name: PRECISION FINANCIAL SERVICES, INC. — PRECISION FINANCIAL SERVICES CASH BALANCE PLAN, Form 5500 (2024)
Creator: PRECISION FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

PRECISION FINANCIAL SERVICES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$844K

Net assets (EOY)

$844K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRECISION FINANCIAL SERVICES, INC..

Plan sponsor

Name

PRECISION FINANCIAL SERVICES, INC.

EIN

22-1820890

Address

350 US HIGHWAY 46 · MINE HILL, NJ · 078032919

Phone

(973) 927-6300

Industry

Finance & Insurancesee all

Plan administrator