What features does Friedman & Wittenstein, a Professional Corporation's plan have?

Friedman & Wittenstein, a Professional Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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Original filing (PDF)20251001143725NAL0031870562001

Friedman & Wittenstein, a Professional Corporation

Name: Friedman & Wittenstein, a Professional Corporation — Form 5500 Plan 002 (2024)
Creator: Friedman & Wittenstein, a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Friedman & Wittenstein Profit Sharing Plan

401(k) retirement plan · Friedman & Wittenstein, a Professional Corporation's Friedman & Wittenstein Profit Sharing Plan held $6.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Patricia Takemoto signed Friedman & Wittenstein, a Professional Corporation's 2024 Form 5500 as plan administrator.

Patricia Takemoto — Plan Administrator — Form 5500 signer
Andrew Wittenstein — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Friedman & Wittenstein, a Professional Corporation's EIN is 13-3692508.

EIN 13-3692508

Plan number 002

Plan year 2024

ACK ID 20251001143725NAL0031870562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Friedman & Wittenstein, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRIEDMAN & WITTENSTEIN, A PROFESSIONAL CORPORATION.

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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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

FRIEDMAN & WITTENSTEIN, A PROFESSIONAL CORPORATION

EIN

all filings

Address

1345 AVENUE OF THE AMERICAS · 2ND FLOOR · NEW YORK, NY · 10105

Phone

(212) 750-8700

Industry

Law Offices· Professional & Technical Services

Plan administrator