· 2022–2024 · DOL EFAST2

Moses and Schreiber, LLP — Moses and Schreiber, LLP, Form 5500 (2023)

Original filing (PDF)20250731120136NAL0007027696001

Moses and Schreiber, LLP

Form 5500-SF

FILING_RECEIVED

Moses and Schreiber, LLP 401(k) P/S Plan

401(k) retirement plan · Moses and Schreiber, LLP's Moses and Schreiber, LLP 401(k) P/S Plan held $4.2M in plan assets for 13 participants in 2023.

Active participants

13

Accounts w/ balance

15

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOSES AND SCHREIBER, LLP.

Plan sponsor

Name

MOSES AND SCHREIBER, LLP

EIN

13-1971216all filings

Address

ONE HUNTINGTON QUADRANGLE · SUITE 4S05 · MELVILLE, NY · 11747

Phone

(516) 352-7700

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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