Original filing (PDF)20230522144224NAL0005646627001

ADVANCED COLLEGE PLANNING, LLC

Name: ADVANCED COLLEGE PLANNING, LLC — ADVANCED COLLEGE PLANNING CASH BALANCE PLAN, Form 5500 (2022)
Creator: ADVANCED COLLEGE PLANNING, LLC

Form 5500-SF

FILING_RECEIVED

ADVANCED COLLEGE PLANNING CASH BALANCE PLAN

Defined-benefit pension 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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED COLLEGE PLANNING, LLC.

Plan sponsor

Name

ADVANCED COLLEGE PLANNING, LLC

EIN

47-5262564

Address

1086 ELM STREET · SUITE 102 · ROCKY HILL, CT · 06067

Phone

(860) 721-6110

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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