Original filing (PDF)20250912093656NAL0002290226001

DERFNER & GILLETT, LLP

Name: DERFNER & GILLETT, LLP — DERFNER & GILLETT, LLP PS 401(K) PLAN, Form 5500 (2024)
Creator: DERFNER & GILLETT, LLP

Form 5500-SF

FILING_RECEIVED

DERFNER & GILLETT, LLP PS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 & GILLETT, LLP.

Plan sponsor

Name

DERFNER & GILLETT, LLP

EIN

20-0647497

Address

767 THIRD AVENUE · SUITE 2400 · NEW YORK, NY · 10017

Phone

(212) 697-8100

Industry

Law Offices· Professional & Technical Servicessee 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

2025-09-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

3B · Covers self-employed individuals

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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