How big is Zalkind Duncan & Bernstein LLP's plan?

Zalkind Duncan & Bernstein LLP's plan reported $6.1M in assets and 12 participants for 2024.

Original filing (PDF)20250915150810NAL0000764595001

Zalkind Duncan & Bernstein LLP

Name: Zalkind Duncan & Bernstein LLP — Zalkind Duncan &, Form 5500 (2024)
Creator: Zalkind Duncan & Bernstein LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zalkind Duncan & Bernstein LLP 401(k) Profit Shring Plan

401(k) retirement plan · Zalkind Duncan & Bernstein LLP's Zalkind Duncan & Bernstein LLP 401(k) Profit Shring Plan held $6.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Zalkind Duncan & Bernstein LLP's EIN is 04-2552214.

EIN 04-2552214

Plan number 002

Plan year 2024

ACK ID 20250915150810NAL0000764595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zalkind Duncan & Bernstein LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zalkind Duncan & Bernstein LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZALKIND DUNCAN & BERNSTEIN LLP.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

ZALKIND DUNCAN & BERNSTEIN LLP

EIN

all filings

Address

65A ATLANTIC AVENUE · BOSTON, MA · 021103621

Phone

(617) 742-6020

Industry

Law Offices· Professional & Technical Services

Plan administrator