Back to filter
Original filing (PDF)20230419104052NAL0003812402001
E. TETZ & SONS, INC.
Form 5500
FILING_RECEIVED
E. TETZ & SONS, INC. PROFIT-SHARING PLAN
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
Plan health score (directional)
94
/ 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
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E. TETZ & SONS, INC..
Plan sponsor
Name
E. TETZ & SONS, INC.
EIN
06-1002084
Address
130 CROTTY ROAD · MIDDLETOWN, NY · 10941
Phone
(845) 692-4486
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-04-19
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANZIGER & MARKHOFF LLP | 13-1704149 | WHITE PLAINS, NY | SERVICE PROVIDER | $24K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using DANZIGER & MARKHOFF LLP
MAXIM GROUP, LLC
MAXIM GROUP, LLC 401(K) PLAN
$78.0M · 173 participants
PRAGER METIS CPAS, LLC
PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN I
$40.1M · 296 participants
PRAGER METIS CPAS, LLC
PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN II
$35.0M · 176 participants
SIGHT MEDICAL DOCTORS, PLLC
SIGHTMD 401(K) PLAN
$27.3M · 1,450 participants
NEXFIRM LLC
NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN
$27.2M · 296 participants
CENTROME, INC. DBA ADVANCED BIOTECH
CENTROME, INC. DBA ADVANCED BIOTECH PROFIT-SHARING PLAN AND TRUST
$16.9M · 128 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B