How big is Elliot Stevens Associates Ltd.'s plan?

Elliot Stevens Associates Ltd.'s plan reported $1.8M in assets and 1 participants for 2025.

Original filing (PDF)20260108112259NAL0009133953001

Elliot Stevens Associates Ltd.

Name: Elliot Stevens Associates Ltd. — ESI Profit Sharing, Form 5500 (2025)
Creator: Elliot Stevens Associates Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ESI Profit Sharing Plan

Defined-contribution retirement plan · Elliot Stevens Associates Ltd.'s ESI Profit Sharing Plan held $1.8M in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Steven Shalom signed Elliot Stevens Associates Ltd.'s 2025 Form 5500 as plan administrator.

Steven Shalom — 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

Elliot Stevens Associates Ltd.'s EIN is 22-3440049.

EIN 22-3440049

Plan number 001

Plan year 2025

ACK ID 20260108112259NAL0009133953001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Elliot Stevens Associates Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Elliot Stevens Associates Ltd.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELLIOT STEVENS ASSOCIATES LTD..

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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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

ELLIOT STEVENS ASSOCIATES LTD.

EIN

all filings

Address

16 JIM LYNCH DR. · LONG BRANCH, NJ · 07740

Phone

(732) 245-3633

Industry

Retail Trade

Plan administrator