Original filing (PDF)20250318170340NAL0003546385001

KESTENBAUM & MARK LLP

Name: KESTENBAUM & MARK LLP — KESTENBAUM & MARK LLP 401(K)/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KESTENBAUM & MARK LLP

Form 5500-SF

FILING_RECEIVED

KESTENBAUM & MARK LLP 401(K)/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KESTENBAUM & MARK LLP.

Plan sponsor

Name

KESTENBAUM & MARK LLP

EIN

81-4515703

Address

40 CUTTER MILL ROAD · GREAT NECK, NY · 110213213

Phone

(516) 466-0410

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

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