Original filing (PDF)20251014130834NAL0004045728001

SHEBITZ BERMAN & DELFORTE, P.C.

Name: SHEBITZ BERMAN & DELFORTE, P.C. — SHEBITZ BERMAN & DELFORTE, P.C. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SHEBITZ BERMAN & DELFORTE, P.C.

Form 5500-SF

FILING_RECEIVED

SHEBITZ BERMAN & DELFORTE, P.C. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$498K

Net assets (EOY)

$498K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEBITZ BERMAN & DELFORTE, P.C..

Plan sponsor

Name

SHEBITZ BERMAN & DELFORTE, P.C.

EIN

13-3616216all filings

Address

1350 AVENUE OF THE AMERICAS · 2ND FLOOR · NEW YORK, NY · 10019

Phone

(212) 832-2797

Industry