How big is Jeffrey G. Lerman, P.C.'s plan?

Jeffrey G. Lerman, P.C.'s plan reported $5.0M in assets and 5 participants for 2025.

Original filing (PDF)20260402151205NAL0004620546001

Jeffrey G. Lerman, P.C.

Name: Jeffrey G. Lerman, P.C. — Jeffrey G. Lerman, P.C., Form 5500 (2025)
Creator: Jeffrey G. Lerman, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey G. Lerman, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Jeffrey G. Lerman, P.C.'s Jeffrey G. Lerman, P.C. 401(k) Profit Sharing Plan held $5.0M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Jeffrey G. Lerman, P.C.'s EIN is 11-3251464.

EIN 11-3251464

Plan number 001

Plan year 2025

ACK ID 20260402151205NAL0004620546001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jeffrey G. Lerman, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jeffrey G. Lerman, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY G. LERMAN, P.C..

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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 (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

JEFFREY G. LERMAN, P.C.

EIN

all filings

Address

2 PERCHERON LANE · ROSLYN HEIGHTS, NY · 11577

Phone

(516) 742-9282

Industry

Law Offices· Professional & Technical Services

Plan administrator