Back to filter
Original filing (PDF)20250922112640NAL0005562096001
CLASS ACTION CLAIMS MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
CLASS ACTION CLAIMS MANAGEMENT LLC DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLASS ACTION CLAIMS MANAGEMENT LLC.
Plan sponsor
Name
CLASS ACTION CLAIMS MANAGEMENT LLC
EIN
59-3768912
Address
11121 CARMEL COMMONS BLVD. · STE. 370 · CHARLOTTE, NC · 28226
Phone
(704) 333-5232
Industry
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
2025-09-22
Pension benefit codes
1A · Pay-related DB formula
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 providersRelated plans
Similar-size Professional & Technical Services plans
WALNUT LEGAL SERVICE, INC.
WALNUT LEGAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN
$1.8M · 2 participants
OREGON TRIAL LAWYERS ASSOCIATION
OREGON TRIAL LAWYERS ASSOCIATION SAVINGS & RETIREMENT PLAN
$1.8M · 6 participants
PERRY, WHITE, ROSS & JACOBSON, LLC
PERRY, WHITE, ROSS & JACOBSON, LLC CASH BALANCE PLAN
$1.8M · 9 participants
ARAZOZA & COMPANY PA
ARAZOZA & COMPANY PA 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 15 participants
GULFCOAST LEGAL SERVICES, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF GULFCOAST LEGAL SERVICES, INC.
$1.8M · 51 participants
CARTIER, BERNSTEIN, AUERBACH & STEINBERG, P.C.
CARTIER, BERNSTEIN, AUERBACH & STEINBERG, P.C. 401(K) PLAN
$1.8M · 9 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
