· 2022–2024 · DOL EFAST2

MARGOLIN, WEINREB & NIERER LLP — MARGOLIN, WEINREB & NIERER LLP PROFIT SHARING ACCIDENT & HEALTH PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251006105147NAL0001798435001

MARGOLIN, WEINREB & NIERER LLP

Form 5500-SF

FILING_RECEIVED

MARGOLIN, WEINREB & NIERER LLP PROFIT SHARING ACCIDENT & HEALTH PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

28

Accounts w/ balance

6

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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

59

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARGOLIN, WEINREB & NIERER LLP.

Plan sponsor

Name

MARGOLIN, WEINREB & NIERER LLP

EIN

46-3091395

Address

165 EILEEN WAY · SYOSSET, NY · 117914436

Phone

(516) 921-3838

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Law Offices plans

OLIVE JUDD, P.A.

OLIVE JUDD, P.A. 401(K) PLAN

$3.5M · 18 participants

DELCOTTO LAW GROUP, PLLC

DELCOTTO LAW GROUP, PLLC 401(K) PLAN

$3.5M · 9 participants

MCKENNETT FORSBERG, P.C.

MCKENNETT FORSBERG, P.C. PROFIT SHARING 401(K) PLAN

$3.5M · 6 participants

LAW OFFICES OF STEVEN S. FARBMAN, P.A.

FARBMAN RETIREMENT PLAN

$3.5M · 3 participants

ALEXANDER & PELLI LLC

ALEXANDER & PELLI LLC 401(K) PROFIT SHARING PLAN & TRUST

$3.5M · 8 participants