How big is Fuerst & Mortimer, PC's plan?

Fuerst & Mortimer, PC's plan reported $484K in assets and 3 participants for 2023.

Original filing (PDF)20240717145420NAL0004579425001

Fuerst & Mortimer, PC

Name: Fuerst & Mortimer, PC — Fuerst & Mortimer, PC 401(k), Form 5500 (2023)
Creator: Fuerst & Mortimer, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fuerst & Mortimer, PC 401(k) Plan

401(k) retirement plan · Fuerst & Mortimer, PC's Fuerst & Mortimer, PC 401(k) Plan held $484K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

Plan identifiers

Fuerst & Mortimer, PC's EIN is 81-4704653.

EIN 81-4704653

Plan number 001

Plan year 2023

ACK ID 20240717145420NAL0004579425001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fuerst & Mortimer, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fuerst & Mortimer, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FUERST & MORTIMER, PC.

Finding similar companies…

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 (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

FUERST & MORTIMER, PC

EIN

all filings

Address

89 ACCESS ROAD · SUITE 3 · NORWOOD, MA · 02062

Phone

(617) 877-7897

Industry

CPA Offices· Professional & Technical Services

Plan administrator