Original filing (PDF)20240722143250NAL0010122113001

AD PLANNING & MANAGEMENT, INC.

Name: AD PLANNING & MANAGEMENT, INC. — AD PLANNING & MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2023)
Creator: AD PLANNING & MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

AD PLANNING & MANAGEMENT, INC. 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 AD PLANNING & MANAGEMENT, INC..

Plan sponsor

Name

AD PLANNING & MANAGEMENT, INC.

EIN

46-1571341

Address

421 BROAD STREET · UTICA, NY · 13501

Phone

(315) 507-2028

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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