Original filing (PDF)20240925161826NAL0020211184001

NOTATION CAPITAL MANAGEMENT, LLC

Name: NOTATION CAPITAL MANAGEMENT, LLC — NOTATION 401(K) PLAN, Form 5500 (2023)
Creator: NOTATION CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

NOTATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOTATION CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

NOTATION CAPITAL MANAGEMENT, LLC

EIN

47-2388656

Address

320 7TH AVE · #133 · BROOKLYN, NY · 11215

Phone

(704) 249-8001

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-09-03

Filed

2024-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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