Original filing (PDF)20240725162852NAL0014498497001

VANDERTOOLEN ASSOCIATES, INC.

Name: VANDERTOOLEN ASSOCIATES, INC. — VANDERTOOLEN ASSOCIATES, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: VANDERTOOLEN ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

VANDERTOOLEN ASSOCIATES, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$860K

Net assets (EOY)

$860K

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 VANDERTOOLEN ASSOCIATES, INC..

Plan sponsor

Name

VANDERTOOLEN ASSOCIATES, INC.

EIN

68-0373488

Address

855 BORDEAUX WAY, SUITE 240 · NAPA, CA · 94558

Phone

(707) 224-2299

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-25

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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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