Original filing (PDF)20250721104803NAL0003490786001

AVNI & FOGEL CPAS PC

Name: AVNI & FOGEL CPAS PC — AVNI & FOGEL CPA'S PC 401(K) PLAN, Form 5500 (2024)
Creator: AVNI & FOGEL CPAS PC

Form 5500-SF

FILING_RECEIVED

AVNI & FOGEL CPA'S PC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$867K

Net assets (EOY)

$867K

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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

AVNI & FOGEL CPAS PC

EIN

61-1417530all filings

Address

111 GREAT NECK ROAD · SUITE 202 · GREAT NECK, NY · 11021

Phone

(718) 986-7976

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