Original filing (PDF)20250909143633NAL0034276000001

GURVITZ & MARLOWE LLP

Name: GURVITZ & MARLOWE LLP — GURVITZ & MARLOWE, LLP 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: GURVITZ & MARLOWE LLP

Form 5500-SF

FILING_RECEIVED

GURVITZ & MARLOWE, LLP 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GURVITZ & MARLOWE LLP.

Plan sponsor

Name

GURVITZ & MARLOWE LLP

EIN

95-3891835

Address

21800 OXNARD STREET, SUITE 1080 · WOODLAND HILLS, CA · 91367

Phone

(818) 788-3220

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

2025-09-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BETRAS, KOPP & HARSHMAN LLC

BETRAS, KOPP & HARSHMAN 401K PROFIT SHARING PLAN

$2.1M · 14 participants

DOLAN LAW FIRM, PC

DOLAN LAW FIRM 401(K) PLAN

$2.1M · 17 participants

JAMES RUSSELL ROBINSON III

JAMES RUSSELL ROBINSON III PROFIT SHARING PLAN

$2.1M · 5 participants

GOLDMAN & ASSOCIATES

KRUPNICK & GOLDMAN PROFIT SHARING PLAN

$2.1M · 7 participants

BAILEY, WOMBLE & YELTON

BAILEY, WOMBLE & YELTON 401(K) PLAN

$2.1M · 4 participants