How big is Adler & Stachenfeld LLP's plan?

Adler & Stachenfeld LLP's plan reported $5.6M in assets and 30 participants for 2024.

Original filing (PDF)20251002084854NAL0000157491001

Adler & Stachenfeld LLP

Name: Adler & Stachenfeld LLP — Duval & Stachenfeld LLP, Form 5500 (2024)
Creator: Adler & Stachenfeld LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duval & Stachenfeld LLP 401(k) Savings Plan

401(k) retirement plan · Adler & Stachenfeld LLP's Duval & Stachenfeld LLP 401(k) Savings Plan held $5.6M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Caitlin Velez signed Adler & Stachenfeld LLP's 2024 Form 5500 as plan administrator.

Caitlin Velez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Adler & Stachenfeld LLP's EIN is 13-3965769.

EIN 13-3965769

Plan number 002

Plan year 2024

ACK ID 20251002084854NAL0000157491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Adler & Stachenfeld LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Adler & Stachenfeld LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADLER & STACHENFELD LLP.

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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