Original filing (PDF)20251014150011NAL0004322304001

HARRY GOTTLIEB & CO., INC.

Name: HARRY GOTTLIEB & CO., INC. — HARRY GOTTLIEB & CO., INC. PROFIT SHARING & 401(K) PLAN, Form 5500 (2024)
Creator: HARRY GOTTLIEB & CO., INC.

Form 5500-SF

FILING_RECEIVED

HARRY GOTTLIEB & CO., INC. PROFIT SHARING & 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARRY GOTTLIEB & CO., INC..

Plan sponsor

Name

HARRY GOTTLIEB & CO., INC.

EIN

11-2294172

Address

50 CARNATION AVE. · FLORAL PARK, NY · 110011733

Phone

(516) 437-9700

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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