Back to filter
Original filing (PDF)20250626104025NAL0004944099001
BUSHELL SOVAK KANE & SASH LLP
Form 5500-SF
FILING_RECEIVED
BUSHELL SOVAK KANE & SASH LLP 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSHELL SOVAK KANE & SASH LLP.
Plan sponsor
Name
BUSHELL SOVAK KANE & SASH LLP
EIN
03-0558880
Address
274 MADISON AVENUE STE 1500 · NEW YORK, NY · 10016
Phone
(212) 949-4700
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
2025-06-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
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 providersRelated plans
Similar-size Law Offices plans
BROWN & PEISCH PLLC
BROWN & PEISCH PLLC 401K PLAN
$2.1M · 11 participants
CASEY & BARNETT, LLC
CASEY & BARNETT, LLC PROFIT SHARING PLAN
$2.1M · 8 participants
F&I SENTINEL, LLC
F&I SENTINEL, LLC PROFIT SHARING PLAN
$2.1M · 131 participants
GOLDSMITH & OGRODOWSKI, LLC
GOLDSMITH & OGRODOWSKI, LLC 401(K) PLAN
$2.1M · 3 participants
SHIDLOFSKY LAW FIRM PLLC
SHIDLOFSKY LAW FIRM PLLC CASH BALANCE PLAN
$2.1M · 4 participants
PERALES & FERNANDEZ, LLP
PERALES & FERNANDEZ, LLP PROFIT SHARING PLAN & TRUST
$2.1M · 4 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
