· 2022–2024 · DOL EFAST2

Friedman & Company, LLC — Friedman & Company, LLC, Form 5500 (2024)

Original filing (PDF)20250918082056NAL0002709650001

Friedman & Company, LLC

Form 5500-SF

FILING_RECEIVED

Friedman & Company, LLC Profit Sharing Plan

Defined-contribution retirement plan · Friedman & Company, LLC's Friedman & Company, LLC Profit Sharing Plan held $1.0M in plan assets for 3 participants in 2024.

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

73

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRIEDMAN & COMPANY, LLC.

Plan sponsor

Name

FRIEDMAN & COMPANY, LLC

EIN

20-0269104all filings

Address

39 GRAND STREET APT 3301 · MAMARONECK, NY · 10543

Phone

(646) 286-3386

Industry

Admin Support & Waste Mgmt

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

2025-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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 Admin Support & Waste Mgmt plans

Odyssey Search Partners Group LLC

Odyssey Search Partners HCE 401(k) Plan

$1.0M · 10 participants

Triumph Services

Triumph Services 401(k) Profit Sharing Plan

$1.0M · 9 participants

Careers in Nonprofits, Inc.

Careers in Nonprofits, Inc. 401(k) Plan

$1.0M · 84 participants

The TACT Corporation of NYC

TACT Medical Staffing 401(k)

$1.0M · 38 participants

Procorps, Inc. 401(k) Retirement Plan

$1.0M · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.