Original filing (PDF)20230919102656NAL0000219475001

FRIEDMAN & FRIEDMAN

Name: FRIEDMAN & FRIEDMAN — FRIEDMAN & FRIEDMAN RETIREMENT PLAN & TRUST, Form 5500 (2022)
Creator: FRIEDMAN & FRIEDMAN

Form 5500-SF

FILING_RECEIVED

FRIEDMAN & FRIEDMAN RETIREMENT PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 FRIEDMAN & FRIEDMAN.

Plan sponsor

Name

FRIEDMAN & FRIEDMAN

EIN

13-2739323

Address

65 BROADWAY, STE. 1604 · NEW YORK, NY · 10006

Phone

(212) 267-0380

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-19

Pension benefit codes

2E · Profit-sharing

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

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