Original filing (PDF)20240117211754NAL0002823425001

Jocelyn Pension Consulting, LLC

Name: Jocelyn Pension Consulting, LLC — Jocelyn Pension, Form 5500 (2023)
Creator: Jocelyn Pension Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jocelyn Pension Consulting, LLC 401(k) Plan

401(k) retirement plan · Jocelyn Pension Consulting, LLC's Jocelyn Pension Consulting, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Robert A. Jocelyn signed Jocelyn Pension Consulting, LLC's 2023 Form 5500 as plan administrator.

Robert A. Jocelyn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jocelyn Pension Consulting, LLC's EIN is 26-0023299.

EIN 26-0023299

Plan number 001

Plan year 2023

ACK ID 20240117211754NAL0002823425001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jocelyn Pension Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jocelyn Pension Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOCELYN PENSION CONSULTING, 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