· 2022–2024 · DOL EFAST2

PASTERNAK BAUM & CO. INC. — PASTERNAK BAUM & CO. INC. EMPLOYEES PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251015121327NAL0006217632001

PASTERNAK BAUM & CO. INC.

Form 5500-SF

FILING_RECEIVED

PASTERNAK BAUM & CO. INC. EMPLOYEES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

24

Accounts w/ balance

24

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

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

73

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PASTERNAK BAUM & CO. INC..

Plan sponsor

Name

PASTERNAK BAUM & CO. INC.

EIN

13-2512483

Address

500 MAMARONECK AVE · HARRISON, NY · 105281633

Phone

(914) 630-8010

Industry

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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 Finance & Insurance plans

3RED PARTNERS LLC

3RED PARTNERS 401(K) PLAN

$8.3M · 55 participants

LCM COMMODITIES, LLC

LCM COMMODITIES, LLC 401(K) PLAN

$9.6M · 23 participants

ALAN G. ROTTMAN, LTD.

ALAN G. ROTTMAN, LTD. PROFIT SHARING PLAN

$10.0M · 1 participants

TRAILSTONE MANAGEMENT CORP

TRAILSTONE 401(K) SAVINGS PLAN

$10.5M · 81 participants

CASCADE FEDERAL CREDIT UNION

CASCADE FEDERAL CREDIT UNION D/C PLAN

$6.0M · 29 participants