Original filing (PDF)20250115165026NAL0044061922001

BLANKSTEIN & COMPANY, AN ACCOUNTANCY CORPORATION

Name: BLANKSTEIN & COMPANY, AN ACCOUNTANCY CORPORATION — BLANKSTEIN & COMPANY, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BLANKSTEIN & COMPANY, AN ACCOUNTANCY CORPORATION

Form 5500-SF

FILING_RECEIVED

BLANKSTEIN & COMPANY, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

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 BLANKSTEIN & COMPANY, AN ACCOUNTANCY CORPORATION.

Plan sponsor

Name

BLANKSTEIN & COMPANY, AN ACCOUNTANCY CORPORATION

EIN

95-3992058

Address

5850 CANOGA AVENUE · SUITE 220 · WOODLAND HILLS, CA · 91367

Phone

(818) 348-2000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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