How big is Friedman and Associates PA's plan?

Friedman and Associates PA's plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20250714094429NAL0001239248001

Friedman and Associates PA

Name: Friedman and Associates PA — Friedman and Associates, Form 5500 (2024)
Creator: Friedman and Associates PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Friedman and Associates 401(k) Plan

401(k) retirement plan · Friedman and Associates PA's Friedman and Associates 401(k) Plan held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Friedman and Associates PA's EIN is 52-1236173.

EIN 52-1236173

Plan number 001

Plan year 2024

ACK ID 20250714094429NAL0001239248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Friedman and Associates PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Friedman and Associates PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRIEDMAN AND ASSOCIATES PA.

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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