OpenERISA

Frankel Lerner & O'Connor, INC.

Chalfont, PA, 18914

EIN 26-3669533
Plans
2
Total participants
90
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524290
Plan sponsors in PennsylvaniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Stephen B. Frankel & Co. Pension Plan10
2024Form 5500-SF002Stephen B. Frankel & Co. Cash Balance Plan7
2023Form 5500-SF001Stephen B. Frankel & Co. Pension Plan11
2023Form 5500-SF002Stephen B. Frankel & Co. Cash Balance Plan8
2022Form 5500-SF001Stephen B. Frankel & Co. Pension Plan11
2022Form 5500-SF002Stephen B. Frankel & Co. Cash Balance Plan8
2021Form 5500-SF001Stephen B. Frankel & Co. Pension Plan11
2021Form 5500-SF002Stephen B. Frankel & Co. Cash Balance Plan7
2020Form 5500-SF001Stephen B. Frankel & Co. Pension Plan10
2020Form 5500-SF002Stephen B. Frankel & Co. Cash Balance Plan7

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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