Original filing (PDF)20250609091405NAL0013899105001

THE ADJUTANT GROUP LLC

Name: THE ADJUTANT GROUP LLC — THE ADJUTANT GROUP LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: THE ADJUTANT GROUP LLC

Form 5500-SF

FILING_RECEIVED

THE ADJUTANT GROUP LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$719K

Net assets (EOY)

$719K

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 ADJUTANT GROUP LLC.

Plan sponsor

Name

THE ADJUTANT GROUP LLC

EIN

27-0845183

Address

125 MIDDLE STREET · LAKE MARY, FL · 32746

Phone

(321) 558-9018

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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 Construction plans

CONEWAGO HOLDINGS, INC.

CONEWAGO HOLDINGS, INC. GROUP HEALTH PLAN

$719K · 246 participants

MW CONSTRUCTION, INC.

MW CONSTRUCTION INC. 401(K) PLAN AND TRUST

$719K · 11 participants

DOVE CONTRACTING, INC.

DOVE CONTRACTING, INC. 401(K) PROFIT SHARING PLAN

$720K · 5 participants

ALLIED FACILITY PARTNERS, LLC

ALLIED FACILITY PARTNERS, LLC 401(K) PLAN

$719K · 16 participants

STEEL TEK UNLIMITED, LLC

STEEL TEK UNLIMITED, LLC 401(K) PLAN