Original filing (PDF)20251001160536NAL0006020019001

GARWIN GERSTEIN & FISHER LLP

Name: GARWIN GERSTEIN & FISHER LLP — GARWIN GERSTEIN & FISHER LLP 401(K) PLAN, Form 5500 (2024)
Creator: GARWIN GERSTEIN & FISHER LLP

Form 5500-SF

FILING_RECEIVED

GARWIN GERSTEIN & FISHER LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

Plan health score

/ 100

Grade B

Above-average plan

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 10 · 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

002

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)

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

COHEN & COHEN PERSONAL INJURY LAWYERS, PC

COHEN & COHEN PERSONAL INJURY LAWYERS, PC 401K PLAN

$128K · 5 participants

NAUTILUS LEGAL SERVICES P.A.

NAUTILUS LEGAL SERVICES P.A. 401K PLAN

$128K

JOSEPH FAGUNDES, III, AAL, ALC

JOSEPH FAGUNDES, III, AAL, ALC PROFIT SHARING PLAN

$128K · 1 participants

PRIDGEN BASSETT LAW LLC

PRIDGEN BASSETT LAW LLC 401(K) PROFIT SHARING PLAN & TRUST

$128K · 4 participants

THE LAW OFFICE OF ARASH KHORSANDI, P.C.