Original filing (PDF)20250417135025NAL0001339857001

SHAPIRO & LEE PLLC DBA SARGOY STEIN

Name: SHAPIRO & LEE PLLC DBA SARGOY STEIN — SARGOY STEIN 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHAPIRO & LEE PLLC DBA SARGOY STEIN

Form 5500-SF

FILING_RECEIVED

SARGOY STEIN 401(K) PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAPIRO & LEE PLLC DBA SARGOY STEIN.

Plan sponsor

Name

SHAPIRO & LEE PLLC DBA SARGOY STEIN

EIN

86-2854718

Address

57 W38TH STREET · 11TH FLOOR · NEW YORK, NY · 10018

Phone

(212) 621-8213

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

2025-04-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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