BLEAKLEY FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
118
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score
83
/ 100
Grade B
Above-average plan
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
42
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLEAKLEY, SCHWARTZ, COONEY & FINNEY, LLC.
Plan sponsor
Name
BLEAKLEY, SCHWARTZ, COONEY & FINNEY, LLC
EIN
22-2594789
Address
100 PASSAIC AVENUE, SUITE 300 · FAIRFIELD, NJ · 07004
