· 2022–2024 · DOL EFAST2

FERN FINKEL & ASSOCIATES PLLC — FERN FINKEL & ASSOCIATES PLLC CASH BALANCE PLAN, Form 5500 (2024)

Original filing (PDF)20251015233430NAL0006024801001

FERN FINKEL & ASSOCIATES PLLC

Form 5500-SF

FILING_RECEIVED

FERN FINKEL & ASSOCIATES PLLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

5

Accounts w/ balance

—

Plan assets (EOY)

$297K

Net assets (EOY)

$297K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FERN FINKEL & ASSOCIATES PLLC.

Plan sponsor

Name

FERN FINKEL & ASSOCIATES PLLC

EIN

92-2021522all filings

Address

26 COURT STREET · SUITE 2500 · BROOKLYN, NY · 11242

Phone

(347) 296-8200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

RISCH LAW FIRM, PLLC

RISCH LAW FIRM 401(K) PLAN

$297K · 17 participants

NOVAK LAW FIRM PC

NOVAK LAW FIRM PC 401(K) PROFIT SHARING PLAN & TRUST

$297K · 10 participants

R. PAUL KUHN, ESQ, LLC

LAW OFFICES OF R. PAUL KUHN 401(K) PLAN

$297K · 3 participants

CHARLES F HOUGHTON

CHARLES F HOUGHTON 401(K) PROFIT SHARING PLAN & TRUST

$297K · 6 participants

MICHAEL J. ENTIN, P.A.

MICHAEL J. ENTIN, P.A. 401(K) PROFIT SHARING PLAN

$297K · 2 participants

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