Original filing (PDF)20250814101856NAL0009799137001

BORTSTEIN LEGAL LLC

Name: BORTSTEIN LEGAL LLC — BORTSTEIN LEGAL LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: BORTSTEIN LEGAL LLC

Form 5500-SF

FILING_RECEIVED

BORTSTEIN LEGAL LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BORTSTEIN LEGAL LLC.

Plan sponsor

Name

BORTSTEIN LEGAL LLC

EIN

80-0291030

Address

39 WALBROOKE RD · SCARSDALE, NY · 10583

Phone

(646) 240-4871

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

CANDACE JEAN, PA

CANDACE JEAN, PA DEFINED BENEFIT PENSION PLAN

$2.1M · 1 participants

SPIES, POWERS & ROBINSON, P.C

SPIES, POWERS & ROBINSON, P.C. 401(K) & PROFIT SHARING PLAN

$2.1M · 7 participants

DEL DUCA LEWIS & BERR, LLC

DEL DUCA LEWIS & BERR, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$2.1M · 5 participants

BLUESTEIN LAW FIRM 5500

BLUESTEIN LAW FIRM PA PROFIT SHARING PLAN

$2.1M · 2 participants

SCHOENBERG FINKEL BEEDERMAN BELL GLAZER LLC