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STEIN, FARKAS AND SCHWARTZ, L.L.P. — STEIN FARKAS SCHWARTZ 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250917092325NAL0000339328001
STEIN, FARKAS AND SCHWARTZ, L.L.P.
Form 5500-SF
FILING_RECEIVED
STEIN FARKAS SCHWARTZ 401K PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEIN, FARKAS AND SCHWARTZ, L.L.P.
.
Find decision makers
Plan sponsor
Name
STEIN, FARKAS AND SCHWARTZ, L.L.P.
EIN
01-0552942
Address
1639 E 13TH ST · BROOKLYN, NY · 11229
Phone
(718) 645-5600
Industry
Law Offices
· Professional & Technical Services
see 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
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
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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Helping the score
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