Original filing (PDF)20250227101536NAL0002110289001

CLIFFORD J. STERN, LLC

Name: CLIFFORD J. STERN, LLC — CLIFFORD J. STERN, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CLIFFORD J. STERN, LLC

Form 5500-SF

FILING_RECEIVED

CLIFFORD J. STERN, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$73K

Net assets (EOY)

$73K

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

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 CLIFFORD J. STERN, LLC.

Plan sponsor

Name

CLIFFORD J. STERN, LLC

EIN

20-0322896all filings

Address

747 THIRD AVENUE 23RD FL · NEW YORK, NY · 10017

Phone

(212) 813-1515

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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

Related plans

Similar-size Law Offices plans

GERBER LAW GROUP, P.A.

GERBER LAW GROUP, P.A. 401(K) PLAN

$73K · 6 participants

NAPLES BAY LAW, PLLC

NAPLES BAY LAW, PLLC 401(K) PLAN

$73K · 3 participants

RICHARDS LAW OFFICE, P.C.

RICHARDS LAW OFFICE, P.C. 401(K) PLAN

$73K · 3 participants

KINNER & MCGOWAN, PLLC

KINNER & MCGOWAN, PLLC 401(K) PLAN

$73K · 2 participants

TOWER LEGAL GROUP, PC

TOWER LEGAL GROUP 401(K) PLAN & TRUST

$73K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.