Original filing (PDF)20230329150138NAL0036434481001

BLUM AND MCCANN

Name: BLUM AND MCCANN — BLUM AND MCCANN RETIREMENT SAVINGS PLAN, Form 5500 (2022)
Creator: BLUM AND MCCANN

Form 5500-SF

FILING_RECEIVED

BLUM AND MCCANN RETIREMENT SAVINGS PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 BLUM AND MCCANN.

Plan sponsor

Name

BLUM AND MCCANN

EIN

01-0600290

Address

260 MADISON AVENUE · NEW YORK, NY · 10021

Phone

(212) 687-3272

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SMITH SMITH & FEELEY LLP

SMITH SMITH & FEELEY LLP 401(K) PROFIT SHARING PLAN & TRUST

$2.8M · 9 participants

THOMAS & SOLOMON LLP

THOMAS & SOLOMON 401(K) PROFIT SHARING PLAN & TRUST

$2.8M · 9 participants

KNIGHT, HOPPE, KURNIK & KNIGHT, LTD.

KNIGHT, HOPPE, KURNIK & KNIGHT, LTD. RETIREMENT SAVINGS PLAN

$2.8M · 24 participants

BLA SCHWARTZ , PC

BLA SCHWARTZ , PC RETIREMENT TRUST

$2.8M · 8 participants

OUTSOURCE RESEARCH CONSULTING, INC.