· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BARRY J. FIELDMAN — BARRY J. FIELDMAN PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230413170105NAL0011092226001
BARRY J. FIELDMAN
Form 5500-SF
FILING_RECEIVED
BARRY J. FIELDMAN PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$696K
Net assets (EOY)
$696K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BARRY J. FIELDMAN
.
Find decision makers
Plan sponsor
Name
BARRY J. FIELDMAN
EIN
88-0268585
Address
2920 N. GREEN VALLEY PARKWAY · #114 · HENDERSON, NV · 89014
Phone
(702) 456-8744
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-04-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
NTT ASSOCIATES, INC.
NTT ASSOCIATES 401(K) PLAN
$695K · 14 participants
PORTLAND METROPOLITAN ASSOCIATION OF REALTORS
PMAR 401(K) PLAN
$695K · 9 participants
HUONG D NARDELLI LLC
HUONG D NARDELLI LLC
$695K · 5 participants
HERBACH AGENCY INC.
HERBACH AGENCY INC. 401(K) PLAN
$694K · 3 participants
TRAVER COMPANIES, LLC
TRAVER COMPANIES 401(K) PLAN
$693K · 128 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ADAK GROUP 2, LLC
ADAK GROUP 2 LLC 401(K) PLAN
$699K · 1 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B