Original filing (PDF)20250525171339NAL0008305040001

FISHMAN, BLOCK & DIAMOND, LLP

Name: FISHMAN, BLOCK & DIAMOND, LLP — FISHMAN, BLOCK & DIAMOND PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: FISHMAN, BLOCK & DIAMOND, LLP

Form 5500

FILING_RECEIVED

FISHMAN, BLOCK & DIAMOND PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Decision-maker contacts

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

Plan sponsor

Name

FISHMAN, BLOCK & DIAMOND, LLP

EIN

95-3389582

Address

16830 VENTURA BOULEVARD, SUITE 400 · ENCINO, CA · 914361726

Phone

(818) 783-7140

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-25

Pension benefit codes

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $465K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001	Common Collective Trust	$465K	100.0%

1–1 of 1

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