Original filing (PDF)20231016161753NAL0077058130001

HUDSON PARTNERS GROUP LLC

Name: HUDSON PARTNERS GROUP LLC — HUDSON PARTNERS GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2022)
Creator: HUDSON PARTNERS GROUP LLC

Form 5500-SF

FILING_RECEIVED

HUDSON PARTNERS GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUDSON PARTNERS GROUP LLC.

Plan sponsor

Name

HUDSON PARTNERS GROUP LLC

EIN

22-3952913

Address

968 HARBOR ROAD · SOUTHPORT, CT · 06890

Phone

(203) 569-1919

Industry

Finance & Insurancesee 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

2023-10-16

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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