AZRAEL, FRANZ, SCHWAB, LIPOWITZ & SOLTER, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.6 moHigh average account balance
Active participants
9
Accounts w/ balance
11
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score
92
/ 100
Grade A
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
98
Total plan cost
n/a
Plan health
77
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AZRAEL, FRANZ, SCHWAB, LIPOWITZ.
