Original filing (PDF)20250520080247NAL0001770544001

MANDELBAUM & ASSOCIATES, INC.

Name: MANDELBAUM & ASSOCIATES, INC. — MANDELBAUM & ASSOCIATES, INC. 401K PLAN, Form 5500 (2024)
Creator: MANDELBAUM & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

MANDELBAUM & ASSOCIATES, INC. 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANDELBAUM & ASSOCIATES, INC..

Plan sponsor

Name

MANDELBAUM & ASSOCIATES, INC.

EIN

95-4459770

Address

848 MANHATTAN BEACH BLVD. · MANHATTAN BEACH, CA · 902665119

Phone

(310) 545-5400

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

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

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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