How big is David Plotkin PH.D. & Associates' plan?

David Plotkin PH.D. & Associates' plan reported $1.5M in assets and 6 participants for 2024.

Original filing (PDF)20250628133604NAL0005893699001

David Plotkin PH.D. & Associates

Name: David Plotkin PH.D. & Associates — David Plotkin, Form 5500 (2024)
Creator: David Plotkin PH.D. & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Plotkin, PH.D. & Associates 401(k) Plan

401(k) retirement plan · David Plotkin PH.D. & Associates' David Plotkin, PH.D. & Associates 401(k) Plan held $1.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

David Plotkin signed David Plotkin PH.D. & Associates' 2024 Form 5500 as plan administrator.

David Plotkin — 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

David Plotkin PH.D. & Associates' EIN is 20-1572250.

EIN 20-1572250

Plan number 001

Plan year 2024

ACK ID 20250628133604NAL0005893699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Plotkin PH.D. & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Plotkin PH.D. & Associates' 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 DAVID PLOTKIN PH.D. & ASSOCIATES.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

DAVID PLOTKIN PH.D. & ASSOCIATES

EIN

all filings

Address

16055 VENTURA BLVD STE 715 · ENCINO, CA · 914362610

Phone

(310) 470-9994

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator