Original filing (PDF)20230928140217NAL0007676275001

HANDEL GROUP LLC

Name: HANDEL GROUP LLC — HANDEL GROUP 401(K)PLAN, Form 5500 (2022)
Creator: HANDEL GROUP LLC

Form 5500-SF

FILING_RECEIVED

HANDEL GROUP 401(K)PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANDEL GROUP LLC.

Plan sponsor

Name

HANDEL GROUP LLC

EIN

37-1700053

Address

142 SMITH RIDGE RD. · SOUTH SALEM, NY · 10590

Phone

(201) 981-0958

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-28

Filed

2023-09-28

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

BERKSHIRE PSYCHIATRIC AND BEHAVIORAL HEALTH SERVICES

BERKSHIRE PSYCHIATRIC 401K PROFIT SHARING PLAN

SOUTHEAST BEHAVIORAL HEALTH GROUP DBA SOUTHEAST HEALTH GROUP

SOUTHEAST HEALTH GROUP RETIREMENT PLAN

LEWIS ETCOFF, PH. D. PC

LEWIS M. ETCOFF, PHD. AND ASSOCIATES 401(K) & PROFIT SHARING PLAN

NEUBAUER MENTAL HEALTH SERVICES APC

NEUBAUER MENTAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN

ZITEL HEALTH CARE SERVICES INC.