Original filing (PDF)20251009171846NAL0007381649001

A FINEMAN & ASSOCIATES, INC. D/B/A REDUCE MY TAX

Name: A FINEMAN & ASSOCIATES, INC. D/B/A REDUCE MY TAX — REDUCE MY TAX 401(K) PLAN, Form 5500 (2024)
Creator: A FINEMAN & ASSOCIATES, INC. D/B/A REDUCE MY TAX

Form 5500-SF

FILING_RECEIVED

REDUCE MY TAX 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A FINEMAN & ASSOCIATES, INC. D/B/A REDUCE MY TAX.

Plan sponsor

Name

A FINEMAN & ASSOCIATES, INC. D/B/A REDUCE MY TAX

EIN

88-4268937all filings

Address

19451 S TAMIAMI TRL STE 12 # 1069 · FORT MYERS, FL · 33908

Phone

(239) 744-2558

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator