Original filing (PDF)20250703133903NAL0001528754001

STEPHENS FRIEDLAND LLP

Name: STEPHENS FRIEDLAND LLP — STEPHENS FRIEDLAND LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEPHENS FRIEDLAND LLP

Form 5500-SF

FILING_RECEIVED

STEPHENS FRIEDLAND LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 STEPHENS FRIEDLAND LLP.

Plan sponsor

Name

STEPHENS FRIEDLAND LLP

EIN

22-4402601

Address

5 PARK PLAZA 14TH FLOOR · IRVINE, CA · 92614

Phone

(949) 468-3200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

CGD LEGAL SERVICES PC

CGD LEGAL SERVICES PC 401(K) PLAN

$4.2M · 32 participants

SHAW, BRANSFORD & ROTH, P.C.

SHAW, BRANSFORD & ROTH, P. C. 401(K) PLAN

$4.2M · 7 participants

SHAPIRO, SHAPIRO AND SHAPIRO, CO., L.P.A.

SHAPIRO, SHAPIRO AND SHAPIRO CO., L.P.A. 401(K) PROFIT SHARING PLAN

$4.2M · 15 participants

MICHAEL B. COHEN & ASSOCIATES

MICHAEL B. COHEN & ASSOCIATES 401(K) PLAN

$4.2M · 4 participants

MCMANAMY, MCLEOD, HELLER, LLC

MMH 401(K) PLAN