Original filing (PDF)20250430204102NAL0001660547001

JUDD BURSTEIN PC

Name: JUDD BURSTEIN PC — JUDD BURSTEIN PC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JUDD BURSTEIN PC

Form 5500-SF

FILING_RECEIVED

JUDD BURSTEIN PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUDD BURSTEIN PC.

Plan sponsor

Name

JUDD BURSTEIN PC

EIN

13-3227858

Address

825 3RD AVE FL 21 · NEW YORK, NY · 100229510

Phone

(212) 974-2400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-30

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)

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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