Original filing (PDF)20250908163601NAL0041831330001

MEYER & SPENCER P.C.

Name: MEYER & SPENCER P.C. — MEYER & SPENCER P.C. 401(K) PLAN, Form 5500 (2024)
Creator: MEYER & SPENCER P.C.

Form 5500-SF

FILING_RECEIVED

MEYER & SPENCER P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

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 (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEYER & SPENCER P.C..

Plan sponsor

Name

MEYER & SPENCER P.C.

EIN

26-4214977

Address

390 BEDFORD ROAD · PLEASANTVILLE, NY · 10570

Phone

(914) 741-2288

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

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SYCAMORE LAW

SYCAMORE LAW 401(K) PLAN

$546K · 3 participants

GODFREY LAW, P.C.

GODFREY LAW, P.C. 401(K)

$546K · 6 participants

COHEN & COHEN PROFIT SHARING PLAN

COHEN & COHEN 401(K)PROFIT SHARING PLAN AND TRUST

$546K · 1 participants

JACKSON, JACKSON, & KURTZ, INC., P.S.

JACKSON, JACKSON, & KURTZ, INC., P.S. 401(K) PROFIT SHARING TRUST

$546K · 7 participants

ZAMORA & HOFFMEIER, A PROFESSIONAL CORPORATION

ZAMORA & HOFFMEIER, A PROFESSIONAL CORPORATION 401(K) PLAN