· 2022–2024 · DOL EFAST2

THE FOSTER GROUP LEGAL SEARCH LLC — THE FOSTER GROUP LEGAL SEARCH LLC CASH BALANCE PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250915143903NAL0001944048001

THE FOSTER GROUP LEGAL SEARCH LLC

Form 5500-SF

FILING_RECEIVED

THE FOSTER GROUP LEGAL SEARCH LLC CASH BALANCE PLAN AND TRUST

Defined-benefit pension plan

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 THE FOSTER GROUP LEGAL SEARCH LLC.

Plan sponsor

Name

THE FOSTER GROUP LEGAL SEARCH LLC

EIN

47-4941829

Address

633 THIRD AVENUE · SUITE 3230 · NEW YORK, NY · 10017

Phone

(646) 779-3766

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

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 All Other Professional Services plans

IZARD, KINDALL & RAABE, LLP

IZARD, KINDALL & RAABE, LLP DEFINED BENEFIT PLAN

$2.4M · 2 participants

EGGERS CONSULTING COMPANY

EGGERS CONSULTING COMPANY 401(K) PROFIT SHARING PLAN

$2.4M · 15 participants

WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC DBA DEEP BLUE INVESTMENT ADVI

DEEP BLUE INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN

$2.4M · 18 participants

C.L. PUGH AND ASSOCIATES, INC.

C. L. PUGH AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$2.4M · 2 participants