Original filing (PDF)20251007115141NAL0004520865001

THE LAW OFFICE OF EDWARD S. LEVY

Name: THE LAW OFFICE OF EDWARD S. LEVY — PEARL, LEVY & CICALESE 401K PLAN, Form 5500 (2024)
Creator: THE LAW OFFICE OF EDWARD S. LEVY

Form 5500-SF

FILING_RECEIVED

PEARL, LEVY & CICALESE 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LAW OFFICE OF EDWARD S. LEVY.

Plan sponsor

Name

THE LAW OFFICE OF EDWARD S. LEVY

EIN

84-2534433

Address

175 FAIRFIELD AVENUE · SUITE 4B · WEST CALDWELL, NJ · 07006

Phone

(973) 226-8200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Law Offices plans

HUGHES MEDIA LAW GROUP, P.C.

HUGHES MEDIA LAW GROUP, P.C. 401(K) PLAN

$1.1M · 6 participants

DONALD JAMES MASTEN, LLC

DONALD JAMES MASTEN, LLC 401(K) PROFIT SHARING PLAN

$1.1M · 4 participants

KIM VAUGHAN LERNER LLP

KIM VAUGHAN LERNER LLP 401(K) PROFIT SHARING PLAN

$1.1M · 13 participants

ROSS, QUINN, AND PLOPPERT, PC

RQP LAW 401(K) PLAN

$1.1M · 18 participants

CRABTREE SCHMIDT ATTORNEY AT LAW

CRABTREE SCHMIDT ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN