Original filing (PDF)20250721072350NAL0000429779001

ERIC P STEIN P A

Name: ERIC P STEIN P A — ERIC P STEIN P.A., Form 5500 (2024)
Creator: ERIC P STEIN P A

Form 5500-SF

FILING_RECEIVED

ERIC P STEIN P.A.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

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 ERIC P STEIN P A.

Plan sponsor

Name

ERIC P STEIN P A

EIN

65-0952665all filings

Address

1820 NE 163RD ST · STE 100 · NORTH MIAMI BEACH, FL · 33162

Phone

(786) 248-1000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BRUCE D. BRATTAIN, P.C.

BRUCE D. BRATTAIN, P.C. RETIREMENT PLAN

$42K · 1 participants

JOHN A ARTZ PC

JOHN A ARTZ SAVINGS AND INVESTMENT PLAN

$42K · 1 participants

CALVIN CURTIS ATTORNEY AT LAW PLLC

CALVIN CURTIS ATTORNEY AT LAW PLLC PROFIT SHARING PLAN

$42K · 3 participants

BODWIN & STOVER, P.C.

$42K · 2 participants

SCHNEIDER LAW LLC

SCHNEIDER LAW LLC 401(K) PLAN

$42K · 1 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.