Original filing (PDF)20250404110804NAL0018194224001

BRIAN C GREENBERG AND ASSOCIAT

Name: BRIAN C GREENBERG AND ASSOCIAT — BRIAN C GREENBERG AND ASSOCIAT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BRIAN C GREENBERG AND ASSOCIAT

Form 5500-SF

FILING_RECEIVED

BRIAN C GREENBERG AND ASSOCIAT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 BRIAN C GREENBERG AND ASSOCIAT.

Plan sponsor

Name

BRIAN C GREENBERG AND ASSOCIAT

EIN

22-3413581

Address

1 EVES DR STE 111 · MARLTON, NJ · 080533125

Phone

(856) 596-7800

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

2025-04-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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