Original filing (PDF)20230920160309NAL0003082496001

ADAK GROUP 2, LLC

Name: ADAK GROUP 2, LLC — THOMAS TRIPODI CASH BALANCE PLAN, Form 5500 (2022)
Creator: ADAK GROUP 2, LLC

Form 5500-SF

FILING_RECEIVED

THOMAS TRIPODI CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 ADAK GROUP 2, LLC.

Plan sponsor

Name

ADAK GROUP 2, LLC

EIN

83-3055051

Address

20 BROADWAY · GILGO BEACH, NY · 117024635

Phone

(516) 902-3497

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-20

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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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