Original filing (PDF)20230310085504NAL0018263040001

GLENCOE, LLC

Name: GLENCOE, LLC — EMPLOYMENT COMMONS RETIREMENT SAVINGS PLAN FBO GLENCOE, LLC, Form 5500 (2022)
Creator: GLENCOE, LLC

Form 5500-SF

FILING_RECEIVED

EMPLOYMENT COMMONS RETIREMENT SAVINGS PLAN FBO GLENCOE, LLC

401(k) retirement plan

Active participants

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLENCOE, LLC.

Plan sponsor

Name

GLENCOE, LLC

EIN

88-2148296

Address

102 NORTH WATER STREET · UNIT 509 · MILWAUKEE, WI · 53202

Phone

(414) 940-7496

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2022

Plan year begin

2022-07-01

Tax period

2022-12-31

Filed

2023-03-10

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

ALBA FINANCIAL AND INVESTMENT SE

ALBA FINANCIAL AND INVESTMENT SERVICES 401(K)

$2K · 5 participants

OFFDEAL, INC.

OFFDEAL, INC. 401(K) PLAN

$2K · 3 participants

THINKEQUITY LLC

THINKEQUITY LLC 401(K) PROFIT SHARING PLAN TRUST

$3K · 40 participants

ELAN BENEFITS FLORIDA LLC

ELAN BENEFITS FLORIDA LLC RETIREMENT PLAN FOR PR EMPLOYEES

$3K · 2 participants

EREZ CAPITAL LLC

EREZ CAPITAL LLC 401(K) PLAN

$2K