Original filing (PDF)20230706164158NAL0009943283001

MICHAEL A PENDOLPHI ESQUIRE

Name: MICHAEL A PENDOLPHI ESQUIRE — MICHAEL A PENDOLPHI ESQ PROFIT SHARING PLAN FBO MICHAEL A PENDOLPHI, Form 5500 (2022)
Creator: MICHAEL A PENDOLPHI ESQUIRE

Form 5500-SF

FILING_RECEIVED

MICHAEL A PENDOLPHI ESQ PROFIT SHARING PLAN FBO MICHAEL A PENDOLPHI

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$597K

Net assets (EOY)

$597K

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL A PENDOLPHI ESQUIRE.

Plan sponsor

Name

MICHAEL A PENDOLPHI ESQUIRE

EIN