Original filing (PDF)20240723084006NAL0023818306001

ALAN MARGOLIN & ASSOCIATES CONSU

Name: ALAN MARGOLIN & ASSOCIATES CONSU — ALAN MARGOLIN & ASSOCIATES CON, Form 5500 (2023)
Creator: ALAN MARGOLIN & ASSOCIATES CONSU

Form 5500-SF

FILING_RECEIVED

ALAN MARGOLIN & ASSOCIATES CON

401(k) retirement plan

Signals · 1

Late filing · 0.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.2 months past the 10.5-month grace window.

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 ALAN MARGOLIN & ASSOCIATES CONSU.

Plan sponsor

Name

ALAN MARGOLIN & ASSOCIATES CONSU

EIN

46-2907866

Address

420 LEXINGTON AVE · SUITE 2738 · NEW YORK, NY · 10170

Phone

(212) 867-6720

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2024-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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