Original filing (PDF)20260210154627NAL0002368769001

THE WAKEMAN AGENCY LLC

Name: THE WAKEMAN AGENCY LLC — THE WAKEMAN AGENCY LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: THE WAKEMAN AGENCY LLC

Form 5500-SF

FILING_RECEIVED

THE WAKEMAN AGENCY LLC CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 2.8 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 2.8 months past the 10.5-month grace window.

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 THE WAKEMAN AGENCY LLC.

Plan sponsor

Name

THE WAKEMAN AGENCY LLC

EIN

84-4261202all filings

Address

445 HAMILTON AVENUE #1102 · WHITE PLAINS, NY · 10601

Phone

(212) 500-5953

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-10

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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