Original filing (PDF)20251013141002NAL0002149968001

Raymond B Schwartzberg PC

Name: Raymond B Schwartzberg PC — Raymond B Schwartzberg, Form 5500 (2024)
Creator: Raymond B Schwartzberg PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Raymond B Schwartzberg PC Employees Money Purchase Plan

Defined-contribution retirement plan · Raymond B Schwartzberg PC's Raymond B Schwartzberg PC Employees Money Purchase Plan held $420K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$420K

Net assets (EOY)

$420K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAYMOND B SCHWARTZBERG PC.

Plan sponsor

Name

RAYMOND B SCHWARTZBERG PC

EIN

13-2806968all filings

Address

166 E 63RD ST APT 3J · NEW YORK, NY · 100657635

Phone

(212) 687-1737

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