Original filing (PDF)20250429115015NAL0000654800001

CONSTELLATION MANAGEMENT CORPORATION

Name: CONSTELLATION MANAGEMENT CORPORATION — CONSTELLATION MANAGEMENT CORPORATION RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: CONSTELLATION MANAGEMENT CORPORATION

Form 5500-SF

FILING_RECEIVED

CONSTELLATION MANAGEMENT CORPORATION RETIREMENT PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

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 CONSTELLATION MANAGEMENT CORPORATION.

Plan sponsor

Name

CONSTELLATION MANAGEMENT CORPORATION

EIN

65-0182378

Address

1555 PALM BEACH LAKES BLVD. · SUITE 406 · WEST PALM BEACH, FL · 33401

Phone

(561) 659-4455

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

2025-04-29

Pension benefit codes

2E · Profit-sharing

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

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