Original filing (PDF)20240723095407NAL0019315184001

WOOLSTON CONSULTING LLC

Name: WOOLSTON CONSULTING LLC — WOOLSTON CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: WOOLSTON CONSULTING LLC

Form 5500-SF

FILING_RECEIVED

WOOLSTON CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOOLSTON CONSULTING LLC.

Plan sponsor

Name

WOOLSTON CONSULTING LLC

EIN

81-2919120

Address

200 SCHULZ DRIVE SUITE 402 · RED BANK, NJ · 07701

Phone

(732) 542-0444

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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