Original filing (PDF)20250318210826NAL0003922305001

CYPRESS FOREST HOLDINGS LLC

Name: CYPRESS FOREST HOLDINGS LLC — CYPRESS FOREST HOLDINGS LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: CYPRESS FOREST HOLDINGS LLC

Form 5500-SF

FILING_RECEIVED

CYPRESS FOREST HOLDINGS LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 CYPRESS FOREST HOLDINGS LLC.

Plan sponsor

Name

CYPRESS FOREST HOLDINGS LLC

EIN

81-1355717

Address

10 BANK STREET · SUITE 840 · WHITE PLAINS, NY · 10606

Phone

(914) 556-9156

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

2025-03-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size All Other Professional Services plans

AMANDA HOLLINGSWORTH, DO PA

AMANDA HOLLINGSWORTH, DO PA RETIREMENT TRUST

$1.4M · 6 participants

KINZIE CAPITAL PARTNERS, LLC

KINZIE CAPITAL PARTNERS 401(K) PLAN

$1.4M · 10 participants

DELOREAN POWER EMPLOYMENT SERVICES CO INC

DELOREAN POWER EMPLOYMENT SERVICES CO INC 401(K) PLAN

$1.4M · 32 participants

MIKHAIL OGAWA ENGINEERING INC

MIKHAIL OGAWA ENGINEERING INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.4M · 17 participants

BELLEVUE ANIMAL CLINIC