Original filing (PDF)20250714161342NAL0001262721001

DANIEL TEPLITZ & ASSOCIATES FINANCIAL ADVISORS LLC

Name: DANIEL TEPLITZ & ASSOCIATES FINANCIAL ADVISORS LLC — DANIEL TEPLITZ & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: DANIEL TEPLITZ & ASSOCIATES FINANCIAL ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

DANIEL TEPLITZ & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$750K

Net assets (EOY)

$750K

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).

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.

Plan sponsor

Name

DANIEL TEPLITZ & ASSOCIATES FINANCIAL ADVISORS LLC

EIN

26-1483511all filings

Address

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

Phone

(732) 591-0909

Industry

Finance & Insurancesee all

Plan administrator