Original filing (PDF)20250819081503NAL0003427632001

LITMAN, ASCHE & GIOIELLA

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

Form 5500-SF

FILING_RECEIVED

LITMAN, ASCHE, LUPKIN & GIOIELLA PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

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 (99th 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 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