How big is Siegel & Milstein, LLC's plan?

Siegel & Milstein, LLC's plan reported $1.5M in assets and 11 participants for 2024.

Original filing (PDF)20250827155220NAL0009737201001

Siegel & Milstein, LLC

Name: Siegel & Milstein, LLC — Siegel & Milstein, LLC, Form 5500 (2024)
Creator: Siegel & Milstein, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Siegel & Milstein, LLC 401(k) Plan

401(k) retirement plan · Siegel & Milstein, LLC's Siegel & Milstein, LLC 401(k) Plan held $1.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Siegel & Milstein, LLC's EIN is 52-2250853.

EIN 52-2250853

Plan number 001

Plan year 2024

ACK ID 20250827155220NAL0009737201001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Siegel & Milstein, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Siegel & Milstein, LLC's plan includes profit-sharing, 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 SIEGEL & MILSTEIN, LLC.

Finding similar companies…

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