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Original filing (PDF)20260313105016NAL0008058080002
BOT OF THE GUILD - CONSUMER REPORTS ADJUSTABLE RETIREMENT FUND
Form 5500
FILING_RECEIVED
GUILD-CONSUMER REPORTS ADJUSTABLE RETIREMENT PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOT OF THE GUILD - CONSUMER REPORTS ADJUSTABLE RETIREMENT FUND.
Plan sponsor
Name
BOT OF THE GUILD - CONSUMER REPORTS ADJUSTABLE RETIREMENT FUND
EIN
46-3402474
Address
830 BEAR TAVERN ROAD · WEST TRENTON, NJ · 086280230
Phone
(609) 883-6688
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-13
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| I.E. SHAFFER & CO. | 22-1750854 | WEST TRENTON, NJ | NONE | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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