Original filing (PDF)20250812152658NAL0018520098001

ALAN M. TANENBAUM, P.A.

Name: ALAN M. TANENBAUM, P.A. — ALAN M. TANENBAUM RETIREMENT PLAN, Form 5500 (2024)
Creator: ALAN M. TANENBAUM, P.A.

Form 5500-SF

FILING_RECEIVED

ALAN M. TANENBAUM RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$620K

Net assets (EOY)

$620K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALAN M. TANENBAUM, P.A..

Plan sponsor

Name

ALAN M. TANENBAUM, P.A.

EIN

57-1114016all filings

Address

116 CHURCH STREET · CHARLESTON, SC · 294012973

Phone

(843) 722-2588

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