Barst Mukamal & Kleiner Llp 401(k) Plan: Login, Facts & Contact Information

Barst Mukamal & Kleiner Llp 401(k) Plan Facts

Plan name
BARST & MUKAMAL LLP 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BARST & MUKAMAL LLP
Participants
71 (43 active employees)
Former employees with a balance
39
Plan assets
$10,395,753 at Dec 31, 2024
Average account balance
$142,408 across 73 accounts
Employer contributions
$227,264 in plan year 2024 (63% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 20, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $360,908 went into the plan in contributions, $227,264 of it from the employer (63%).
  • $1.65 million was paid out to participants.
  • Investment and other income added $1.38 million.

How the Barst Mukamal & Kleiner Llp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201976$11.9 million$268,134$1.50 million
202070$10.4 million$203,048$2.93 million
202173$11.7 million$102,644$535,034
202275$9.48 million$126,095$531,127
202366$10.3 million$231,702$863,652
202471$10.4 million$227,264$1.65 million

Barst Mukamal & Kleiner Llp 401(k) Contact Information

Phone
212-686-3838
Mailing address
551 FIFTH AVENUE SUITE 1100, NEW YORK NY 10176
Plan sponsor
BARST & MUKAMAL LLP
Employer identification number (EIN)
13-2677609
Plan number
001

Questions about the Barst Mukamal & Kleiner Llp 401(k)

Does Barst Mukamal & Kleiner Llp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $227,264, 63% of all contributions.

Does the Barst Mukamal & Kleiner Llp 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Barst Mukamal & Kleiner Llp 401(k) plan?

71 participants at the start of plan year 2024, 43 of them active employees, and 39 former employees who still had money in the plan.

What is the average 401(k) balance at Barst Mukamal & Kleiner Llp?

About $142,408 per account: $10.4 million in plan assets across 73 accounts with a balance at the end of plan year 2024.

Who manages the Barst Mukamal & Kleiner Llp 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Barst Mukamal & Kleiner Llp. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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