How big is Pezold, Smith, Hirschmann & SELV's plan?

Pezold, Smith, Hirschmann & SELV's plan reported $862K in assets and 5 participants for 2024.

Original filing (PDF)20250724070155NAL0004296513001

Pezold, Smith, Hirschmann & SELV

Name: Pezold, Smith, Hirschmann & SELV — Pezold, Smith, Form 5500 (2024)
Creator: Pezold, Smith, Hirschmann & SELV
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pezold, Smith, Hirschmann & Selvaggio, LLC 401(k) Profit SHA

401(k) retirement plan · Pezold, Smith, Hirschmann & SELV's Pezold, Smith, Hirschmann & Selvaggio, LLC 401(k) Profit SHA held $862K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$862K

Net assets (EOY)

$862K

People on this filing

Shirley Horner signed Pezold, Smith, Hirschmann & SELV's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pezold, Smith, Hirschmann & SELV's EIN is 20-1279544.

EIN 20-1279544

Plan number 001

Plan year 2024

ACK ID 20250724070155NAL0004296513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pezold, Smith, Hirschmann & SELV from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pezold, Smith, Hirschmann & SELV's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEZOLD, SMITH, HIRSCHMANN & SELV.

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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.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

PEZOLD, SMITH, HIRSCHMANN & SELV

EIN

all filings

Address

120 MAIN STREET · HUNTINGTON, NY · 11743

Phone

(631) 427-0100

Industry

Law Offices· Professional & Technical Services

Plan administrator