Original filing (PDF)20250627171137NAL0023242210001

YOUNG, SPIEGEL & LEE, LLP

Name: YOUNG, SPIEGEL & LEE, LLP — YOUNG, SPIEGEL & LEE, LLP 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: YOUNG, SPIEGEL & LEE, LLP

Form 5500-SF

FILING_RECEIVED

YOUNG, SPIEGEL & LEE, LLP 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 YOUNG, SPIEGEL & LEE, LLP.

Plan sponsor

Name

YOUNG, SPIEGEL & LEE, LLP

EIN

95-4849543

Address

301 N. CANON DRIVE, STE. 300 · BEVERLY HILLS, CA · 90210

Phone

(310) 887-5100

Industry

Law 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

2025-06-27

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)

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

BOJE, BENNER, BECKER, MARKOVICH & HIXSON, LLP

BOJE, BENNER, BECKER, MARKOVICH & HIXSON, LLP 401(K) PLAN

$3.2M · 11 participants

SHILING. BLOCH & HIRSCH, P.A.

SHILING, BLOCH & HIRSCH, P.A. PROFIT SHARING PLAN

$3.2M · 2 participants

HOLTZMAN VOGEL BARAN TORCHINSKY & JOSEFIAK, PLLC

HOLTZMAN VOGEL BARAN TORCHINSKY & JOSEFIAK, PLLC CASH BALANCE PLAN

$3.3M · 28 participants

KRATZ, QUINTOS & HANSON, LLP

KRATZ, QUINTOS & HANSON, LLP PROFIT SHARING PLAN

$3.2M · 9 participants