How big is Michael Stein's plan?

Michael Stein's plan reported $2.3M in assets and 4 participants for 2025.

Original filing (PDF)20260327120728NAL0012956610001

Michael Stein

Name: Michael Stein — Michael M. Stein, Inc., Form 5500 (2025)
Creator: Michael Stein
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael M. Stein, Inc.

Defined-contribution retirement plan · Michael Stein's Michael M. Stein, Inc. held $2.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Michael Stein signed Michael Stein's 2025 Form 5500 as plan administrator.

Michael Stein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Michael Stein's EIN is 95-3168004.

EIN 95-3168004

Plan number 001

Plan year 2025

ACK ID 20260327120728NAL0012956610001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Michael Stein from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Michael Stein's plan includes money-purchase contributions.

Decision-maker contacts

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

Finding similar companies…

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 (85th percentile).

Plan sponsor

Name

MICHAEL STEIN

DBA

MICHAEL M STEIN INC A PROFESSIONAL

EIN

all filings

Address

18751 PASADERO DR · TARZANA, CA · 913565223

Phone

(818) 774-1200

Industry