Original filing (PDF)20251015095009NAL0004224401001

BRIAN L. TANNEBAUM, P.A.

Name: BRIAN L. TANNEBAUM, P.A. — BRIAN L. TANNEBAUM, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: BRIAN L. TANNEBAUM, P.A.

Form 5500-SF

FILING_RECEIVED

BRIAN L. TANNEBAUM, P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$679K

Net assets (EOY)

$679K

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 (97th 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 BRIAN L. TANNEBAUM, P.A..

Plan sponsor

Name

BRIAN L. TANNEBAUM, P.A.

EIN

65-0816664all filings

Address

1 S.E. 3RD AVENUE, SUITE 2410 · MIAMI, FL · 33131

Phone

(305) 374-7850

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