Original filing (PDF)20251015154320NAL0010109058001

STERN KEISER & PANKEN, LLP

Name: STERN KEISER & PANKEN, LLP — STERN KEISER & PANKEN, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STERN KEISER & PANKEN, LLP

Form 5500-SF

FILING_RECEIVED

STERN KEISER & PANKEN, LLP PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STERN KEISER & PANKEN, LLP.

Plan sponsor

Name

STERN KEISER & PANKEN, LLP

DBA

EIN

27-1573788

Address

1025 WESTCHESTER AVENUE · SUITE 305 · WHITE PLAINS, NY · 10604

Phone

(914) 428-8800

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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