Original filing (PDF)20250819082056NAL0002007105001

LITMAN, ASCHE & GIOIELLA

Name: LITMAN, ASCHE & GIOIELLA — LITMAN, ASCHE, LUPKIN & GIOIELLA TARGET BENEFIT PLAN, Form 5500 (2024)
Creator: LITMAN, ASCHE & GIOIELLA

Form 5500-SF

FILING_RECEIVED

LITMAN, ASCHE, LUPKIN & GIOIELLA TARGET BENEFIT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LITMAN, ASCHE & GIOIELLA.

Plan sponsor

Name

LITMAN, ASCHE & GIOIELLA

EIN

13-3143747

Address

350 CENTRAL PARK WEST · SUITE 10F · NEW YORK, NY · 10025

Phone

(212) 809-4500

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

2025-08-19

Pension benefit codes

2A · Age/service weighted or new comparability

2B · Target benefit

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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