Original filing (PDF)20250320121941NAL0006684209001

VASSAR & ASSOCIATES, LLC

Name: VASSAR & ASSOCIATES, LLC — VASSAR & ASSOCIATES, LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: VASSAR & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

VASSAR & ASSOCIATES, LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$658K

Net assets (EOY)

$658K

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VASSAR & ASSOCIATES, LLC.

Plan sponsor

Name

VASSAR & ASSOCIATES, LLC

EIN

87-0696873

Address

2730 CENTENNIAL RD. · TOLEDO, OH · 43617

Phone

(419) 867-1044

Industry

Finance & Insurancesee 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

2025-03-20

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MYHEALTHMATH, INC.

MYHEALTHMATH 401(K) PLAN

$658K · 10 participants

BCG PENSION RISK CONSULTANTS

BCG 401K

$659K

INFINITY TITLE AGENCY, LLC

INFINITY TITLE AGENCY LLC 401K RETIREMENT SAVINGS PLAN

$660K · 48 participants

ACTUARIAL STRATEGIES AND TACTICS OF ARIZONA, LLC

ACTUARIAL STRATEGIES AND TACTICS OF ARIZONA, LLC 401(K) RETIREMENT PLAN

$661K · 9 participants

LEGACY INSURANCE GROUP, INC.

LEGACY INSURANCE GROUP 401(K) PLAN

$652K · 9 participants