How big is Greenberg, Rosenblatt, KULL & Bitsoli, P.C.'s plan?

Greenberg, Rosenblatt, KULL & Bitsoli, P.C.'s plan reported $35.0M in assets and 30 participants for 2024.

Original filing (PDF)20251014191351NAL0001782051001

Greenberg, Rosenblatt, KULL & Bitsoli, P.C.

Name: Greenberg, Rosenblatt, KULL & Bitsoli, P.C. — Form 5500 Plan 002 (2024)
Creator: Greenberg, Rosenblatt, KULL & Bitsoli, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greenberg, Rosenblatt, KULL & Bitsoli, P.C. 401(k) Thrift Plan

401(k) retirement plan · Greenberg, Rosenblatt, KULL & Bitsoli, P.C.'s Greenberg, Rosenblatt, KULL & Bitsoli, P.C. 401(k) Thrift Plan held $35.0M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35.0M

Net assets (EOY)

$35.0M

Plan identifiers

Greenberg, Rosenblatt, KULL & Bitsoli, P.C.'s EIN is 04-2687094.

EIN 04-2687094

Plan number 002

Plan year 2024

ACK ID 20251014191351NAL0001782051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Greenberg, Rosenblatt, KULL & Bitsoli, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Greenberg, Rosenblatt, KULL & Bitsoli, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREENBERG, ROSENBLATT, KULL & BITSOLI, P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

GREENBERG, ROSENBLATT, KULL & BITSOLI, P.C.

EIN

all filings

Address

306 MAIN STREET · WORCESTER, MA · 01608

Phone

(508) 791-0901

Industry

CPA Offices· Professional & Technical Services

Plan administrator