Original filing (PDF)20250523055550NAL0009475650001

STEIN & STEIN, PA

Name: STEIN & STEIN, PA — STEIN & STEIN, PA 401(K) PLAN, Form 5500 (2024)
Creator: STEIN & STEIN, PA

Form 5500-SF

FILING_RECEIVED

STEIN & STEIN, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEIN & STEIN, PA.

Plan sponsor

Name

STEIN & STEIN, PA

EIN

26-3614681all filings

Address

205 WORTH AVENUE, SUITE 203 · PALM BEACH, FL · 33480

Phone

(561) 659-8802

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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