Original filing (PDF)20251003095611NAL0003139906001

WESTCHESTER MATRIMONIAL LLC

Name: WESTCHESTER MATRIMONIAL LLC — WESTCHESTER MATRIMONIAL, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: WESTCHESTER MATRIMONIAL LLC

Form 5500-SF

FILING_RECEIVED

WESTCHESTER MATRIMONIAL, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTCHESTER MATRIMONIAL LLC.

Plan sponsor

Name

WESTCHESTER MATRIMONIAL LLC

EIN

45-3214736

Address

222 BLOOMINGDALE ROAD · SUITE 302 · WHITE PLAINS, NY · 10605

Phone

(917) 370-0698

Industry

Professional & Technical Servicessee 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

2025-10-03

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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 Professional & Technical Services plans

HAMELINE LAW PC

HAMELINE LAW PC 401(K) PLAN

$605K · 1 participants

LAWNDALE CHRISTIAN LEGAL CENTER

LAWNDALE CHRISTIAN LEGAL CENTER 401(K) PROFIT SHARING PLAN & TRU

$604K · 60 participants

UNIVERSAL REPORTERS, INC.

UNIVERSAL REPORTERS, INC. 401(K) PLAN

$615K · 4 participants

NORTH POINT CONSULTING PC

NORTH POINT CONSULTING PC 401(K) PLAN

$604K · 2 participants

DIMUROGINSBERG P.C.

DIMUROGINSBERG, P.C. PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.