How big is Gary Budman & Associates' plan?

Gary Budman & Associates' plan reported $767K in assets and 3 participants for 2025.

Original filing (PDF)20260401130801NAL0000620323001

Gary Budman & Associates

Name: Gary Budman & Associates — Gary Budman & Associates, Form 5500 (2025)
Creator: Gary Budman & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary Budman & Associates 401(k) Plan

401(k) retirement plan · Gary Budman & Associates' Gary Budman & Associates 401(k) Plan held $767K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$767K

Net assets (EOY)

$767K

People on this filing

Gary Budman signed Gary Budman & Associates' 2025 Form 5500 as plan administrator.

Gary Budman — 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

Gary Budman & Associates' EIN is 22-1942214.

EIN 22-1942214

Plan number 002

Plan year 2025

ACK ID 20260401130801NAL0000620323001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gary Budman & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gary Budman & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

GARY BUDMAN & ASSOCIATES

EIN

all filings

Address

1707 · PAULSBORO, NJ · 08066

Phone

(856) 904-8595

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator