Original filing (PDF)20260624084147NAL0013361618001

Singer, Birkenfeld & Associates, LLC

Name: Singer, Birkenfeld & Associates, LLC — Singer, Form 5500 (2025)
Creator: Singer, Birkenfeld & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Singer, Birkenfeld & Associates, LLC 401(k) Plan

401(k) retirement plan · Singer, Birkenfeld & Associates, LLC's Singer, Birkenfeld & Associates, LLC 401(k) Plan held $2.2M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

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 SINGER, BIRKENFELD & ASSOCIATES, LLC.

Plan sponsor

Name

SINGER, BIRKENFELD & ASSOCIATES, LLC

EIN

83-2644221all filings

Address

P.O. BOX 446 · TULIA, TX · 790880446

Phone

(806) 647-3136

Industry

CPA Offices· Professional & Technical Services

Plan administrator