Original filing (PDF)20250625121204NAL0011231024001

RUSSELL E. GLICKSTERN

Name: RUSSELL E. GLICKSTERN — RUSSELL E. GLICKSTERN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RUSSELL E. GLICKSTERN

Form 5500-SF

FILING_RECEIVED

RUSSELL E. GLICKSTERN PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 RUSSELL E. GLICKSTERN.

Plan sponsor

Name

RUSSELL E. GLICKSTERN

EIN

13-3491278

Address

280 NORTH BEDFORD ROAD · SUITE #205 · MT KISCO, NY · 10549

Phone

(914) 244-9470

Industry

Finance & Insurancesee 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

2025-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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