How big is Stern Lavinthal Frankenberg LLC's plan?

Stern Lavinthal Frankenberg LLC's plan reported $3.1M in assets and 26 participants for 2024.

Original filing (PDF)20250530155738NAL0008829041001

Stern Lavinthal Frankenberg LLC

Name: Stern Lavinthal Frankenberg LLC — Stern Lavinthal, Form 5500 (2024)
Creator: Stern Lavinthal Frankenberg LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stern Lavinthal Frankenberg 401 K Profit Sharing Plan and Trust

401(k) retirement plan · Stern Lavinthal Frankenberg LLC's Stern Lavinthal Frankenberg 401 K Profit Sharing Plan and Trust held $3.1M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Mary Kortrey signed Stern Lavinthal Frankenberg LLC's 2024 Form 5500 as plan administrator.

Mary Kortrey — 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

Stern Lavinthal Frankenberg LLC's EIN is 22-3711548.

EIN 22-3711548

Plan number 001

Plan year 2024

ACK ID 20250530155738NAL0008829041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stern Lavinthal Frankenberg LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stern Lavinthal Frankenberg LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STERN LAVINTHAL FRANKENBERG LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

STERN LAVINTHAL FRANKENBERG LLC

EIN

all filings

Address

103 EISENHOWER PARKWAY · SUITE 100 · ROSELAND, NJ · 07068

Phone

(973) 797-1100

Industry

Professional & Technical Services

Plan administrator