Original filing (PDF)20250923103133NAL0006737104001

LINDA S. LUBITZ, CFP, P.A. DBA MEIRA WEALTH

Name: LINDA S. LUBITZ, CFP, P.A. DBA MEIRA WEALTH — MEIRA RETIREMENT PLAN, Form 5500 (2024)
Creator: LINDA S. LUBITZ, CFP, P.A. DBA MEIRA WEALTH

Form 5500-SF

FILING_RECEIVED

MEIRA RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$409K

Net assets (EOY)

$409K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LINDA S. LUBITZ, CFP, P.A. DBA MEIRA WEALTH.

Plan sponsor

Name

LINDA S. LUBITZ, CFP, P.A. DBA MEIRA WEALTH

EIN

65-0718667

Address

121 ALHAMBRA PLAZA · SUITE 1000 · CORAL GABLES, FL · 33134

Phone

(305) 670-4440

Industry

Finance & Insurancesee all

Plan administrator