Original filing (PDF)20250605152530NAL0020542864001

HARVEY GLADSTEIN & PARTNERS, LLC

Name: HARVEY GLADSTEIN & PARTNERS, LLC — HARVEY GLADSTEIN & PARTNERS, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: HARVEY GLADSTEIN & PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

HARVEY GLADSTEIN & PARTNERS, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$169K

Net assets (EOY)

$169K

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 (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HARVEY GLADSTEIN & PARTNERS, LLC

EIN

20-4225612all filings

Address

42 BROADWAY · SUITE 1227 · NEW YORK, NY · 10004

Phone

(212) 952-1111

Industry