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BLEAKLEY, SCHWARTZ, COONEY & FINNEY, L.L.C. — BLEAKLEY FINANCIAL GROUP HIGHLY COMPENSATED NON-OWNER EMPLOYEE 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231011150606NAL0019328643001
BLEAKLEY, SCHWARTZ, COONEY & FINNEY, L.L.C.
Form 5500-SF
FILING_RECEIVED
BLEAKLEY FINANCIAL GROUP HIGHLY COMPENSATED NON-OWNER EMPLOYEE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
31
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BLEAKLEY, SCHWARTZ, COONEY & FINNEY, L.L.C.
.
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Plan sponsor
Name
BLEAKLEY, SCHWARTZ, COONEY & FINNEY, L.L.C.
EIN
22-2594789
Address
100 PASSAIC AVENUE, SUITE 300 · FAIRFIELD, NJ · 07004
Phone
(973) 567-7706
Industry
Finance & Insurance
see 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
2023-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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Small plan (5500-SF) — Schedule H data not available.
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