Original filing (PDF)20250717110625NAL0000234016001

ADELMAN MATZ, P.C.

Name: ADELMAN MATZ, P.C. — ADELMAN MATZ, P. C. RETIREMENT PLAN, Form 5500 (2024)
Creator: ADELMAN MATZ, P.C.

Form 5500-SF

FILING_RECEIVED

ADELMAN MATZ, P. C. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$835K

Net assets (EOY)

$835K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADELMAN MATZ, P.C..

Plan sponsor

Name

ADELMAN MATZ, P.C.

EIN

46-3816718all filings

Address

1159 SECOND AVENUE · SUITE 153 · NEW YORK, NY · 10065

Phone

(646) 650-2207

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