Original filing (PDF)20250618181730NAL0001537619001

STAUDINGER GROUP, INC.

Name: STAUDINGER GROUP, INC. — STAUDINGER CASH BALANCE PLAN AND TRUST, Form 5500 (2023)
Creator: STAUDINGER GROUP, INC.

Form 5500-SF

FILING_RECEIVED

STAUDINGER CASH BALANCE PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$499K

Net assets (EOY)

$499K

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

Plan is frozen (1I) — no new benefit accrual.

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 STAUDINGER GROUP, INC..

Plan sponsor

Name

STAUDINGER GROUP, INC.

EIN

46-3850054all filings

Address

3701 FALCON DRIVE · FLOWER MOUND, TX · 75022

Phone

(703) 552-3021

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-06-18

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1E · Section 401(h) arrangement

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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