Original filing (PDF)20251009204041NAL0007077617001

YOUNKINS & SCHECTER LLP

Name: YOUNKINS & SCHECTER LLP — YOUNKINS & SCHECTER LLP CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: YOUNKINS & SCHECTER LLP

Form 5500-SF

FILING_RECEIVED

YOUNKINS & SCHECTER LLP CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YOUNKINS & SCHECTER LLP.

Plan sponsor

Name

YOUNKINS & SCHECTER LLP

EIN

13-3876667

Address

420 LEXINGTON AVE · SUITE 2050 · NEW YORK, NY · 10170

Phone

(212) 286-0040

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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