· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ANDERSON, MOSCHETTI & TAFFANY, PLLC — ANDERSON, MOSCHETTI & TAFFANY, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250912014244NAL0000542579001
ANDERSON, MOSCHETTI & TAFFANY, PLLC
Form 5500-SF
FILING_RECEIVED
ANDERSON, MOSCHETTI & TAFFANY, PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ANDERSON, MOSCHETTI & TAFFANY, PLLC
.
Find decision makers
Plan sponsor
Name
ANDERSON, MOSCHETTI & TAFFANY, PLLC
EIN
02-0623528
Address
26 CENTURY HILL DRIVE · SUITE 206 · LATHAM, NY · 12110
Phone
(518) 785-4900
Industry
Law Offices
· Professional & Technical Services
see 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
2025-09-12
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
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
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
CLARK & BRADSHAW, P.C.
CLARK & BRADSHAW, P.C. PROFIT SHARING, RETIREMENT DISABILITY & 401(K) PLAN AND TRUST
$8.1M · 29 participants
CASE, IBRAHIM & CLAUSS, LLP
CASE, IBRAHIM & CLAUSS, LLP 401(K) RETIREMENT SAVINGS PLAN
$8.1M · 2 participants
DONOVAN O'CONNOR & DODIG, LLP
DONOVAN O'CONNOR & DODIG, LLP 401(K) RETIREMENT PLAN
$8.1M · 22 participants
STAHL & DELAURENTIS, P.C.
STAHL & DELAURENTIS, P.C., 401K PROFIT SHARING PLAN
$8.1M · 13 participants
BAUCOM, CLAYTOR, BENTON, MORGAN & WOOD, P.A.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BAUCOM, CLAYTOR, BENTON, MORGAN & WOOD, P.A. 401(K) PROFIT SHARING PLAN
$8.1M · 15 participants
SHERRY MEYERHOFF HANSON & CRANCE, LLP
SHERRY MEYERHOFF HANSON & CRANCE, LLP 401K PLAN
$8.1M · 9 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
