Original filing (PDF)20240920133931NAL0004474595001

BROWN & WEINRAUB PLLC

Name: BROWN & WEINRAUB PLLC — BROWN & WEINRAUB PLLC CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: BROWN & WEINRAUB PLLC

Form 5500-SF

FILING_RECEIVED

BROWN & WEINRAUB PLLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 BROWN & WEINRAUB PLLC.

Plan sponsor

Name

BROWN & WEINRAUB PLLC

EIN

14-1835188

Address

76 NORTH PEARL · SUITE 3 · ALBANY, NY · 12207

Phone

(518) 427-7350

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-20

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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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