Original filing (PDF)20251030155145NAL0001706179001

Sandy Cove Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Sandy Cove Advisors LLC Cash Balance Plan

Defined-benefit pension plan · Sandy Cove Advisors LLC's Sandy Cove Advisors LLC Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Sandy Cove Advisors LLC's EIN is 27-1293149.

EIN 27-1293149

Plan number 002

Plan year 2024

ACK ID 20251030155145NAL0001706179001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sandy Cove Advisors LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Knocking points off