Original filing (PDF)20250715091025NAL0001915425001

DERFNER & ALTMAN, LLC

Name: DERFNER & ALTMAN, LLC — DERFNER & ALTMAN 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DERFNER & ALTMAN, LLC

Form 5500-SF

FILING_RECEIVED

DERFNER & ALTMAN 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DERFNER & ALTMAN, LLC.

Plan sponsor

Name

DERFNER & ALTMAN, LLC

EIN

13-4229823

Address

575 KING STREET · SUITE B · CHARLESTON, SC · 29403

Phone

(843) 723-9804

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

DERFNER & ALTMAN, LLC

EIN

13-4229823

City

CHARLESTON, SC

Phone

(843) 723-9804

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MORRIS, HAYNES, HORNSBY, WHEELES AND KNOWLES LLP

MORRIS HAYNES 401(K) PLAN

$2.1M · 19 participants

TED W. WEEKS IV P.A.

TED W. WEEKS IV P.A. CASH BALANCE PLAN

$2.1M · 3 participants

CUNNINGHAM & MEARS, P.C.

CUNNINGHAM & MEARS 401(K) PLAN

$2.1M · 8 participants

LAW OFFICES OF S.J. CHRISTINE YANG A PROFESSIONAL LAW CORPORATION

LAW OFFICES OF S.J CHRISTINE YANG, A PRO. CORP. RETIREMENT PLAN

$2.1M · 1 participants

JONES WALLACE LLC

JONES WALLACE LLC 401(K) PROFIT SHARING PLAN & TRUST