How big is Sobel Law Group's plan?

Sobel Law Group's plan reported $3.4M in assets and 17 participants for 2024.

Original filing (PDF)20251010112842NAL0008055921001

Sobel Law Group

Name: Sobel Law Group — Sobel Pevzner, LLC Retirement Plan, Form 5500 (2024)
Creator: Sobel Law Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sobel Pevzner, LLC Retirement Plan

401(k) retirement plan · Sobel Law Group's Sobel Pevzner, LLC Retirement Plan held $3.4M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Richard Tatum signed Sobel Law Group's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Sobel Law Group's EIN is 26-3866641.

EIN 26-3866641

Plan number 001

Plan year 2024

ACK ID 20251010112842NAL0008055921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sobel Law Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sobel Law Group'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 SOBEL LAW GROUP.

Finding similar companies…

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 (95th percentile).

Plan sponsor

Name

SOBEL LAW GROUP

EIN

all filings

Address

464 NEW YORK AVENUE, SUITE 100 · HUNTINGTON, NY · 11743

Phone

(631) 549-4677

Industry

Educational Services

Plan administrator