How big is Aaron S. Bregman's plan?

Aaron S. Bregman's plan reported $447K in assets and 1 participants for 2024.

Original filing (PDF)20251015142137NAL0005116577001

Aaron S. Bregman

Name: Aaron S. Bregman — Aaron S. Bregman Profit Sharing, Form 5500 (2024)
Creator: Aaron S. Bregman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aaron S. Bregman Profit Sharing Plan and Trust

Defined-contribution retirement plan · Aaron S. Bregman's Aaron S. Bregman Profit Sharing Plan and Trust held $447K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$447K

Net assets (EOY)

$447K

Plan identifiers

Aaron S. Bregman's EIN is 27-4398972.

EIN 27-4398972

Plan number 002

Plan year 2024

ACK ID 20251015142137NAL0005116577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aaron S. Bregman's plan includes profit-sharing, life insurance.

Decision-maker contacts

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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 (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

AARON S. BREGMAN

EIN

all filings

Address

5000 N. PARKWAY CALABASAS · SUITE 302 · CALABASAS, CA · 91302

Phone

(818) 986-2217

Industry

Law Offices· Professional & Technical Services

Plan administrator