How big is Feinberg Stein Financial Services' plan?

Feinberg Stein Financial Services' plan reported $84K in assets and 3 participants for 2024.

Original filing (PDF)20250718143722NAL0001915313001

Feinberg Stein Financial Services

Name: Feinberg Stein Financial Services — Feinberg Stein, Form 5500 (2024)
Creator: Feinberg Stein Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Feinberg Stein Financial Services 401(k) Plan

401(k) retirement plan · Feinberg Stein Financial Services' Feinberg Stein Financial Services 401(k) Plan held $84K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

Plan identifiers

Feinberg Stein Financial Services' EIN is 81-0855437.

EIN 81-0855437

Plan number 001

Plan year 2024

ACK ID 20250718143722NAL0001915313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Feinberg Stein Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Feinberg Stein Financial Services' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FEINBERG STEIN FINANCIAL SERVICES.

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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