How big is Anthony Petsis CLU CHFC LLC's plan?

Anthony Petsis CLU CHFC LLC's plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20251001104555NAL0031432034001

Anthony Petsis CLU CHFC LLC

Name: Anthony Petsis CLU CHFC LLC — Anthony Petsis CLU, Form 5500 (2024)
Creator: Anthony Petsis CLU CHFC LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anthony Petsis CLU CHFC LLC Defined Benefit Plan

Defined-benefit pension plan · Anthony Petsis CLU CHFC LLC's Anthony Petsis CLU CHFC LLC Defined Benefit Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Anthony Petsis CLU CHFC LLC's EIN is 23-3067282.

EIN 23-3067282

Plan number 002

Plan year 2024

ACK ID 20251001104555NAL0031432034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anthony Petsis CLU CHFC LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anthony Petsis CLU CHFC LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANTHONY PETSIS CLU CHFC LLC.

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Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score