Original filing (PDF)20250729140934NAL0002897921001

FRIEDMAN GILBERT & GERHARDSTEIN LLC

Name: FRIEDMAN GILBERT & GERHARDSTEIN LLC — FRIEDMAN GILBERT & GERHARDSTEIN LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: FRIEDMAN GILBERT & GERHARDSTEIN LLC

Form 5500-SF

FILING_RECEIVED

FRIEDMAN GILBERT & GERHARDSTEIN LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$274

Net assets (EOY)

$97

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRIEDMAN GILBERT & GERHARDSTEIN LLC.

Plan sponsor

Name

FRIEDMAN GILBERT & GERHARDSTEIN LLC

EIN

34-1647133all filings

Address

50 PUBLIC SQUARE STE 1900 · CLEVELAND, OH · 44113

Phone

(216) 241-1430

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator