How big is Pollak & Pollak Wealth Management's plan?

Pollak & Pollak Wealth Management's plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250422111209NAL0002258499001

Pollak & Pollak Wealth Management

Name: Pollak & Pollak Wealth Management — Pollak & Pollak, Form 5500 (2024)
Creator: Pollak & Pollak Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pollak & Pollak 401(k) Plan & Trust

401(k) retirement plan · Pollak & Pollak Wealth Management's Pollak & Pollak 401(k) Plan & Trust held $2.3M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Scott Pollak signed Pollak & Pollak Wealth Management's 2024 Form 5500 as plan administrator.

Scott Pollak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pollak & Pollak Wealth Management's EIN is 56-2593733.

EIN 56-2593733

Plan number 001

Plan year 2024

ACK ID 20250422111209NAL0002258499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pollak & Pollak Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pollak & Pollak Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, 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 POLLAK & POLLAK WEALTH MANAGEMENT.

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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