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Original filing (PDF)20250701102524NAL0012588465001
YAAKOV BORENSTEIN, C.P.A., P.C.
Form 5500-SF
FILING_RECEIVED
YAAKOV BORENSTEIN, C.P.A., P.C. 401K
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YAAKOV BORENSTEIN, C.P.A., P.C..
Plan sponsor
Name
YAAKOV BORENSTEIN, C.P.A., P.C.
EIN
52-2136830
Address
9505 LINDEN AVE · BETHESDA, MD · 208141638
Phone
(301) 530-5870
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
2025-07-01
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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 providersRelated plans
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