Original filing (PDF)20241010101952NAL0020812993001

FELDMAN FAMILY CONSULTING, INC.

Name: FELDMAN FAMILY CONSULTING, INC. — FELDMAN FAMILY CONSULTING 401(K) PS PLAN, Form 5500 (2023)
Creator: FELDMAN FAMILY CONSULTING, INC.

Form 5500-SF

FILING_RECEIVED

FELDMAN FAMILY CONSULTING 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$328K

Net assets (EOY)

$328K

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 FELDMAN FAMILY CONSULTING, INC..

Plan sponsor

Name

FELDMAN FAMILY CONSULTING, INC.

EIN

84-3533301

Address

195 N. COCONUT LANE · MIAMI BEACH, FL · 33139

Phone

(917) 538-8888

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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