Original filing (PDF)20250813111540NAL0009025953001

GORFINE, SCHILLER & GARDYN, PA..

Name: GORFINE, SCHILLER & GARDYN, PA.. — GORFINE, SCHILLER & GARDYN, P.A. 401(K) SALARY REDUCTION PLAN, Form 5500 (2024)
Creator: GORFINE, SCHILLER & GARDYN, PA..

Form 5500-SF

FILING_RECEIVED

GORFINE, SCHILLER & GARDYN, P.A. 401(K) SALARY REDUCTION PLAN

401(k) retirement plan

Active participants

105

Accounts w/ balance

100

Plan assets (EOY)

$18.1M

Net assets (EOY)

$18.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GORFINE, SCHILLER & GARDYN, PA...

Plan sponsor

Name

GORFINE, SCHILLER & GARDYN, PA..

EIN

52-1231901

Address

10045 RED RUN BLVD · SUITE 250 · OWINGS MILLS, MD · 21117

Phone

(410) 517-6833

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

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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