How big is Podell Financial Group's plan?

Podell Financial Group's plan reported $42K in assets and 5 participants for 2025.

Original filing (PDF)20260504220413NAL0000357488013

Podell Financial Group

Name: Podell Financial Group — Podell Financial Group, Form 5500 (2025)
Creator: Podell Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Podell Financial Group 401(k) Plan

401(k) retirement plan · Podell Financial Group's Podell Financial Group 401(k) Plan held $42K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan identifiers

Podell Financial Group's EIN is 51-0597776.

EIN 51-0597776

Plan number 001

Plan year 2025

ACK ID 20260504220413NAL0000357488013

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Podell Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Podell Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PODELL FINANCIAL GROUP.

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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