Original filing (PDF)20250505133836NAL0005864035001

SINGER, BIRKENFELD & ASSOCIATES, LLC

Name: SINGER, BIRKENFELD & ASSOCIATES, LLC — SINGER, BIRKENFELD & ASSOCIATES, LLC 401K PLAN, Form 5500 (2024)
Creator: SINGER, BIRKENFELD & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

SINGER, BIRKENFELD & ASSOCIATES, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SINGER, BIRKENFELD & ASSOCIATES, LLC.

Plan sponsor

Name

SINGER, BIRKENFELD & ASSOCIATES, LLC

EIN