Original filing (PDF)20251006094110NAL0008931074001

Peter Axelrod & Associates, P.C.

Name: Peter Axelrod & Associates, P.C. — Peter Axelrod &, Form 5500 (2024)
Creator: Peter Axelrod & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter Axelrod & Associates, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Peter Axelrod & Associates, P.C.'s Peter Axelrod & Associates, P.C. 401(k) Profit Sharing Plan held $5.0M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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 (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PETER AXELROD & ASSOCIATES, P.C.

EIN

13-3845901all filings

Address

260 MADISON AVENUE · 15TH FLOOR · NEW YORK, NY · 100162404

Phone

(212) 702-0900

Industry