Original filing (PDF)20250620130824NAL0002344819001

MAX STERN & CO INC

Name: MAX STERN & CO INC — MAX STERN & CO INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MAX STERN & CO INC

Form 5500-SF

FILING_RECEIVED

MAX STERN & CO INC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 MAX STERN & CO INC.

Plan sponsor

Name

MAX STERN & CO INC

EIN

13-5529096

Address

P.O. BOX 140 · ROCKVILLE CENTRE, NY · 11571

Phone

(516) 536-1574

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2E · Profit-sharing

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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