Original filing (PDF)20251015094147NAL0004208321001

MARCY L. BLUM ASSOCIATES, INC.

Name: MARCY L. BLUM ASSOCIATES, INC. — MARCY L. BLUM ASSOCIATES, INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: MARCY L. BLUM ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

MARCY L. BLUM ASSOCIATES, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARCY L. BLUM ASSOCIATES, INC..

Plan sponsor

Name

MARCY L. BLUM ASSOCIATES, INC.

EIN

11-2837749

Address

398 PRESIDENT STREET #TH3 · BROOKLYN, NY · 11231

Phone

(212) 929-9814

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size All Other Professional Services plans

THE ASCII GROUP, INC.

ASCII GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.6M · 12 participants

PRIME SOURCE PURCHASING INC

PRIME SOURCE PURCHASING INC. 401(K) PLAN

$1.6M · 11 participants

KOPPEIS HEATING, COOLING & ELECTRICAL, L.L.C.

KOPPEIS HEATING, COOLING & ELECTRICAL, L.L.C. 401K PROFIT SHARING PLAN

$1.6M · 11 participants

MISSION DOLORES ACADEMY

MISSION DOLORES ACADEMY 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 30 participants

WARSAW & AVENA, CPA'S, P.C.