How big is Spitz & Greenstein, CPA, PC's plan?

Spitz & Greenstein, CPA, PC's plan reported $822K in assets and 3 participants for 2024.

Original filing (PDF)20251014150922NAL0006576802001

Spitz & Greenstein, CPA, PC

Name: Spitz & Greenstein, CPA, PC — Spitz & Greenstein, Form 5500 (2024)
Creator: Spitz & Greenstein, CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spitz & Greenstein, CPA, PC 401(k) Plan

401(k) retirement plan · Spitz & Greenstein, CPA, PC's Spitz & Greenstein, CPA, PC 401(k) Plan held $822K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$822K

Net assets (EOY)

$822K

Plan identifiers

Spitz & Greenstein, CPA, PC's EIN is 52-2312420.

EIN 52-2312420

Plan number 003

Plan year 2024

ACK ID 20251014150922NAL0006576802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spitz & Greenstein, CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spitz & Greenstein, CPA, PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPITZ & GREENSTEIN, CPA, PC.

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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