Original filing (PDF)20250604104934NAL0019118224001

THE CONSUMER SATISFACTION TEAM

Name: THE CONSUMER SATISFACTION TEAM — THE CONSUMER SATISFACTION TEAM 403(B) PLAN, Form 5500 (2024)
Creator: THE CONSUMER SATISFACTION TEAM

Form 5500-SF

FILING_RECEIVED

THE CONSUMER SATISFACTION TEAM 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 THE CONSUMER SATISFACTION TEAM.

Plan sponsor

Name

THE CONSUMER SATISFACTION TEAM

EIN

23-2667335

Address

520 N. DELAWARE AVE · 7TH FLOOR · PHILADELPHIA, PA · 19123

Phone

(215) 923-9627

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

ANN ARBOR AREA COMMUNITY FOUNDATION

ANN ARBOR AREA COMMUNITY FOUNDATION 403(B) PLAN

$1.5M · 17 participants

KANSAS CHAMBER OF COMMERCE

KANSAS CHAMBER OF COMMERCE PROFIT SHARING PLAN

$1.5M · 10 participants

MAINE HUMANITIES COUNCIL

MAINE HUMANITIES COUNCIL DC PLAN

$1.5M · 13 participants

RADICAL INC.

RADICAL, INC. 401(K) PLAN

$1.5M · 33 participants

MINNESOTA COUNCIL ON FOUNDATIO

403(B) THRIFT PLAN FOR EMPLOYEES OF MINNESOTA COUNCIL ON FOUNDATIONS