Original filing (PDF)20251001145004NAL0014431248001

GARWIN GERSTEIN & FISHER, LLP

Name: GARWIN GERSTEIN & FISHER, LLP — GARWIN GERSTEIN & FISHER, LLP PENSION PLAN, Form 5500 (2024)
Creator: GARWIN GERSTEIN & FISHER, LLP

Form 5500-SF

FILING_RECEIVED

GARWIN GERSTEIN & FISHER, LLP PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARWIN GERSTEIN & FISHER, LLP.

Plan sponsor

Name

GARWIN GERSTEIN & FISHER, LLP

EIN

13-2796816

Address

88 PINE ST STE 2810 · NEW YORK, NY · 10005

Phone

(212) 398-0055

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2C · Money purchase (other than target benefit)

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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