PRESIDIO FINANCIAL SERVICES CORP. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$2K
Net assets (EOY)
$2K
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
75
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
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 PRESIDIO FINANCIAL SERVICES CORPORATION.
Plan sponsor
Name
PRESIDIO FINANCIAL SERVICES CORPORATION
EIN
87-0707619
Address
31365 OAK CREST DRIVE · SUITE 225 · WESTLAKE VILLAGE, CA · 91361
