Original filing (PDF)20251013131028NAL0002948162001

A.Y. STRAUSS, LLC

Name: A.Y. STRAUSS, LLC — A.Y. STRAUSS, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: A.Y. STRAUSS, LLC

Form 5500-SF

FILING_RECEIVED

A.Y. STRAUSS, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$757K

Net assets (EOY)

$757K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.Y. STRAUSS, LLC.

Plan sponsor

Name

A.Y. STRAUSS, LLC

EIN

27-1980941

Address

290 WEST MOUNT PLEASANT AVE · SUITE 3260 · LIVINGSTON, NJ · 07039

Phone

(973) 287-5004

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BOHM WILDISH & MATSEN, LLP

BOHM WILDISH & MATSEN, LLP 401(K) PROFIT SHARING PLAN

$757K · 26 participants

BARTELS & FEUREISEN, LLP

BARTELS & FEUREISEN, LLP 401(K) PROFIT SHARING PLAN

$757K · 4 participants

CALIFORNIA LEGAL COUNSEL APLC

CALIFORNIA LEGAL COUNSEL APLC DEFINED BENEFIT PENSION PLAN

$757K · 2 participants

MILES P. ZATKOWSKY, ESQ. PLLC

MILES P. ZATKOWSKY, ESQ. PLLC 401(K) PLAN

$757K · 8 participants

AETON LAW PARTNERS, LLP

AETON LAW PARTNERS 401(K) PLAN