Original filing (PDF)20251014060336NAL0002194129001

MARGULIES HOELZLI

Name: MARGULIES HOELZLI — MARGULIES HOELZLI DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: MARGULIES HOELZLI

Form 5500-SF

FILING_RECEIVED

MARGULIES HOELZLI DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 MARGULIES HOELZLI.

Plan sponsor

Name

MARGULIES HOELZLI

EIN

20-4760142

Address

545 EIGHTH AVE. 19TH FLOOR · 19TH FLOOR · NEW YORK, NY · 10019

Phone

(212) 398-5700

Industry

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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

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

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