Original filing (PDF)20250925140454NAL0009830400001

GROSS & EDELSTEIN, LLP

Name: GROSS & EDELSTEIN, LLP — EMPLOYEE BENEFIT PLAN OF GROSS & EDELSTEIN, LLP, Form 5500 (2024)
Creator: GROSS & EDELSTEIN, LLP

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF GROSS & EDELSTEIN, LLP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 GROSS & EDELSTEIN, LLP.

Plan sponsor

Name

GROSS & EDELSTEIN, LLP

EIN

27-4698922

Address

111 GREAT NECK RD STE 204 · GREAT NECK, NY · 110215408

Phone

(212) 945-8517

Industry

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

2025-09-25

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

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CHAPTER 13 BANKRUPTCY OFFICE