Original filing (PDF)20250714161342NAL0001262721001

Daniel Teplitz & Associates Financial Advisors LLC

Name: Daniel Teplitz & Associates Financial Advisors LLC — Form 5500 Plan 002 (2024)
Creator: Daniel Teplitz & Associates Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel Teplitz & Associates 401(k) Plan

401(k) retirement plan · Daniel Teplitz & Associates Financial Advisors LLC's Daniel Teplitz & Associates 401(k) Plan held $750K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$750K

Net assets (EOY)

$750K

Plan identifiers

Daniel Teplitz & Associates Financial Advisors LLC's EIN is 26-1483511.

EIN 26-1483511

Plan number 002

Plan year 2024

ACK ID 20250714161342NAL0001262721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel Teplitz & Associates Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Teplitz & Associates Financial Advisors LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL TEPLITZ & ASSOCIATES FINANCIAL ADVISORS 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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DANIEL TEPLITZ & ASSOCIATES FINANCIAL ADVISORS LLC

EIN

all filings

Address

3 JOCAMA BLVD SUITE 200A · OLD BRIDGE, NJ · 08857

Phone

(732) 591-0909

Industry

Finance & Insurance

Plan administrator