How big is Susquehanna Financial Advisors LLC's plan?

Susquehanna Financial Advisors LLC's plan reported $959K in assets and 3 participants for 2024.

Original filing (PDF)20250626142518NAL0005192499001

Susquehanna Financial Advisors LLC

Name: Susquehanna Financial Advisors LLC — Susquehanna, Form 5500 (2024)
Creator: Susquehanna Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Susquehanna Financial Advisors LLC Cash Balance Pension Plan

Defined-benefit pension plan · Susquehanna Financial Advisors LLC's Susquehanna Financial Advisors LLC Cash Balance Pension Plan held $959K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$959K

Net assets (EOY)

$959K

People on this filing

ED Gormley signed Susquehanna Financial Advisors LLC's 2024 Form 5500 as plan administrator.

ED Gormley — 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

Susquehanna Financial Advisors LLC's EIN is 26-0031829.

EIN 26-0031829

Plan number 002

Plan year 2024

ACK ID 20250626142518NAL0005192499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Susquehanna Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Susquehanna Financial Advisors LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUSQUEHANNA FINANCIAL ADVISORS 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