401(k) retirement plan · Sobel & Co., LLC., Certified Public Accountants' Sobel & Co., LLC. Retirement Plan held $5.8M in plan assets for 18 participants in 2024.
Active participants
18
Accounts w/ balance
55
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
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
79
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 (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOBEL & CO., LLC., CERTIFIED PUBLIC ACCOUNTANTS.
