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SIX8 401(K) MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS — SIX8 401(K) MULTIPLE EMPLOYER PLAN AS ADOPTED BY ALABAMA EDUCATION ASSOCIATION, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240710073241NAL0022371360001
SIX8 401(K) MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
Form 5500-SF
FILING_RECEIVED
SIX8 401(K) MULTIPLE EMPLOYER PLAN AS ADOPTED BY ALABAMA EDUCATION ASSOCIATION
401(k) retirement plan
Active participants
73
Accounts w/ balance
98
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
Plan health score (directional)
89
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIX8 401(K) MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
.
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Plan sponsor
Name
SIX8 401(K) MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
EIN
47-5311947
Address
C/O PENTEGRA SERVICES, INC. · 701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY · 10604
Phone
(800) 872-3473
Industry
Educational Services
see all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3475616
City
WHITE PLAINS, NY
Phone
(800) 872-3473
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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