How big is AMY Mizner, LLC's plan?

AMY Mizner, LLC's plan reported $5.4M in assets and 1 participants for 2024.

Original filing (PDF)20251010171215NAL0008052017001

AMY Mizner, LLC

Name: AMY Mizner, LLC — AMY Mizner LLC Profit Sharing Plan, Form 5500 (2024)
Creator: AMY Mizner, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AMY Mizner LLC Profit Sharing Plan

401(k) retirement plan · AMY Mizner, LLC's AMY Mizner LLC Profit Sharing Plan held $5.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

AMY Mizner, LLC's EIN is 04-3544658.

EIN 04-3544658

Plan number 002

Plan year 2024

ACK ID 20251010171215NAL0008052017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AMY Mizner, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AMY Mizner, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

AMY MIZNER, LLC

EIN

all filings

Address

84 CHESTNUT ST. · WESTON, MA · 02493

Phone

(617) 851-4909

Industry

Real Estate

Plan administrator