Original filing (PDF)20250718080638NAL0002221202001

EDELMAN SCHWARTZ PLLC

Name: EDELMAN SCHWARTZ PLLC — Form 5500 (2024)
Creator: EDELMAN SCHWARTZ PLLC

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan health score

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

100

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 EDELMAN SCHWARTZ PLLC.

Plan sponsor

Name

EDELMAN SCHWARTZ PLLC

EIN

87-2106864

Address

848 MCDONALD AVE · BROOKLYN, NY · 11218

Phone

(347) 243-3693

Industry

All Other Professional Services· 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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

TEAM JOHNSON INC

TEAM JOHNSON INC. 401(K) PROFIT SHARING PLAN & TRUST

$24K · 4 participants

ARROWHEAD OPTOMETRY PLLC

ARROWHEAD OPTOMETRY PLLC RETIREMENT TRUST

$24K · 5 participants

ANCESTRAL NUTRITION, LLC

ANCESTRAL NUTRITION 401(K) PLAN

$24K · 3 participants

PSYNCHRONOUS COMMUNICATIONS IN

PSYNCHRONOUS COMMUNICATIONS IN 401(K) PROFIT SHARING PLAN & TRUST

$24K · 5 participants

VERVOLOGY LLC

VERVOLOGY LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.