Original filing (PDF)20250306160222NAL0016544848001

FRANZESE & BALIAN

Name: FRANZESE & BALIAN — FRANZESE & BALIAN 401(K) PLAN, Form 5500 (2024)
Creator: FRANZESE & BALIAN

Form 5500-SF

FILING_RECEIVED

FRANZESE & BALIAN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANZESE & BALIAN.

Plan sponsor

Name

FRANZESE & BALIAN

EIN

22-2457919all filings

Address

135 CHESNUT RIDGE ROAD · SUITE 290 · MONTVALE, NJ · 07645

Phone

(201) 391-8888

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-06

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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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