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Original filing (PDF)20250930061347NAL0028656834001
MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP
Form 5500
FILING_RECEIVED
MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K))
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
212
Plan assets (EOY)
$41.1M
Net assets (EOY)
$41.1M
How this plan invests
This plan
29 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP.
Plan sponsor
Name
MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP
EIN
11-3581269
Address
190 WILLIS AVE · MINEOLA, NY · 11501
Phone
(516) 747-0300
Industry
Law Offices· 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities · 29 pooled funds· $41.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$35.9M
29 holdings
Uncategorized
$5.4M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP INDEX EQUITY FUND R2 MTC COLL TR · EIN 04-6691601 / PN 012 | Common Collective Trust | — | — | $9.2M | 22.4% | |
| STABLE ASSETRETURN FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $4.1M | 10.1% | |
| SELF-MANAGED BROKERAGE FUND Self-Managed Brokerage Fund | — | — | — | $3.5M | 8.4% | |
| ALL CAP INDEX EQUITY FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 016 | Common Collective Trust | — | — | $2.9M | 7.0% | |
| SMALL-MID CAP EQUITY FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 014 | Common Collective Trust | — | — | $2.3M | 5.7% | |
| SMALL-MID CAP INDEX EQUITY FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 030 | Common Collective Trust | — | — | $1.9M | 4.7% | |
| MODERATE RISK FUND MTC COLL TRUST · EIN 04-6691601 / PN 008 | Common Collective Trust | — | — | $1.8M | 4.5% | |
| 2030 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 004 | Common Collective Trust | — | — | $1.7M | 4.2% | |
| BOND CORE PLUS FUND R2 MTC COLL TR · EIN 04-6691601 / PN 020 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| INTNL ALL CAP EQUITY FUND R2 MTC COLL TR · EIN 04-6691601 / PN 017 | Common Collective Trust | — | — | $1.3M | 3.1% | |
| 2025 RETIREMENT DATE FUND R2 MTC COLLECT TRUST · EIN 04-6691601 / PN 025 | Common Collective Trust | — | — | $1.2M | 3.0% | |
| AGGRESSIVE RISK FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $1.1M | 2.6% | |
| INTERNATIONAL INDEX EQUITY FUND R2 MTC COLL TR · EIN 04-6691601 / PN 018 | Common Collective Trust | — | — | $946K | 2.3% | |
| 2050 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 006 | Common Collective Trust | — | — | $776K | 1.9% | |
| BOND INDEX FUND R2 MTC COLL TR · EIN 04-6691601 / PN 021 | Common Collective Trust | — | — | $763K | 1.9% | |
| 2040 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 005 | Common Collective Trust | — | — | $597K | 1.5% | |
| CONSERVATIVE RISK FUND R2 MTC COLL TR · EIN 04-6691601 / PN 007 | Common Collective Trust | — | — | $560K | 1.4% | |
| ABA MEM. MERCER COLL. TRUST CONSERVATIVE RISK FUND R2 | — | — | — | $560K | 1.4% | |
| 2035 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 026 | Common Collective Trust | — | — | $550K | 1.3% | |
| 9.50% with maturities through 2052 | — | — | — | $529K | 1.3% | |
| ABA MEM. MERCER COLL. TRUST LOAN FUND | — | — | — | $529K | 1.3% | |
| 2045 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 027 | Common Collective Trust | — | — | $462K | 1.1% | |
| 2020 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 003 | Common Collective Trust | — | — | $455K | 1.1% | |
| 2055 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 028 | Common Collective Trust | — | — | $301K | 0.7% | |
| 2060 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 029 | Common Collective Trust | — | — | $287K | 0.7% | |
| POST RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 002 | Common Collective Trust | — | — | $260K | 0.6% | |
| ABA Mem./Mercer Collective Trust Real Asset Return Fund R2 | — | — | — | $242K | 0.6% | |
| REAL ASSET RETURN FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $242K | 0.6% | |
| INFLATION PROTECTION FUND R2 MTC COLL TR · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $239K | 0.6% | |
| DIVERSIFIED GROWTH FUND R2 MTC COLL TR · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $152K | 0.4% | |
| ABA Mem./Mercer Collective Trust Alternative Alpha Fund R2 | — | — | — | $34K | <0.1% | |
| ALTERNATIVE ALPHA FUND R2 MTC COLL TR · EIN 04-6691601 / PN 024 | Common Collective Trust | — | — | $34K | <0.1% | |
| INCOME FOCUSED FUND R2 MTC COLL TR · EIN 04-6691601 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP EQUITY FUND R2 MTC COLL TR · EIN 04-6691601 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| CAPITAL PRESERVATION FUND R2 MTC COLL TR · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
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