Original filing (PDF)20231009084705NAL0053326498001

SELECT 401(K) PLAN BOARD OF DIRECTORS

Name: SELECT 401(K) PLAN BOARD OF DIRECTORS — SELECT 401(K) PLAN BOARD OF DIRECTORS R.J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2022)
Creator: SELECT 401(K) PLAN BOARD OF DIRECTORS

Form 5500-SF

FILING_RECEIVED

SELECT 401(K) PLAN BOARD OF DIRECTORS R.J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 SELECT 401(K) PLAN BOARD OF DIRECTORS.

Plan sponsor

Name

SELECT 401(K) PLAN BOARD OF DIRECTORS

EIN

82-4424579

Address

701 WESTCHESTER AVENUE · SUITE 320E · WHITE PLAINS, NY · 10604

Phone

(800) 872-3473

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

005

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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