· 2022–2024 · DOL EFAST2

ROBERT D. HANDELSMAN, PHD, PLLC — ROBERT D. HANDELSMAN, PHD, PLLC EMPLOYEES' RETIREMENT SAVINGS PLAN, Form 5500 (2023)

Original filing (PDF)20241018092537NAL0019134163001

ROBERT D. HANDELSMAN, PHD, PLLC

Form 5500-SF

FILING_RECEIVED

ROBERT D. HANDELSMAN, PHD, PLLC EMPLOYEES' RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$429K

Net assets (EOY)

$429K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT D. HANDELSMAN, PHD, PLLC.

Plan sponsor

Name

ROBERT D. HANDELSMAN, PHD, PLLC

EIN

38-3532007all filings

Address

85 JUDY LANE · BLOOMFIELD HILLS, MI · 48304

Phone

(248) 544-7400

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

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