Original filing (PDF)20250911081324NAL0000129731001

LICHTENSTEIN, BRIEFMAN & SABELLA PLLC

Name: LICHTENSTEIN, BRIEFMAN & SABELLA PLLC — CPASM 401(K) PLAN, Form 5500 (2024)
Creator: LICHTENSTEIN, BRIEFMAN & SABELLA PLLC

Form 5500-SF

FILING_RECEIVED

CPASM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

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 LICHTENSTEIN, BRIEFMAN & SABELLA PLLC.

Plan sponsor

Name

LICHTENSTEIN, BRIEFMAN & SABELLA PLLC

EIN

83-1769488all filings

Address

2501 SOUTH TAMIAMI TRAIL · SARASOTA, FL · 34239

Phone

(941) 366-5087

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator