Original filing (PDF)20240923133102NAL0023580018001

CRITCHLOW & DISKINT, LLP

Name: CRITCHLOW & DISKINT, LLP — CRITCHLOW & DISKINT, LLP RETIREMENT PLAN, Form 5500 (2023)
Creator: CRITCHLOW & DISKINT, LLP

Form 5500-SF

FILING_RECEIVED

CRITCHLOW & DISKINT, LLP RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

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 average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRITCHLOW & DISKINT, LLP.

Plan sponsor

Name

CRITCHLOW & DISKINT, LLP

EIN

94-2810938all filings

Address

867 RIVERVIEW ROAD · REXFORD, NY · 12148

Phone

(415) 925-1000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

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

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