Back to filter
Original filing (PDF)20250127133003NAL0013008113001
HOWARD M. KAHALAS, P.C.
Form 5500-SF
FILING_RECEIVED
HOWARD M. KAHALAS, P.C. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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 HOWARD M. KAHALAS, P.C..
Plan sponsor
Name
HOWARD M. KAHALAS, P.C.
EIN
04-2739401
Address
SIX BEACON STREET - SUITE 1020 · BOSTON, MA · 02108
Phone
(617) 523-1155
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-01-27
Pension benefit codes
1A · Pay-related DB formula
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 providersRelated plans
Similar-size Law Offices plans
ARNOLD & CLIFFORD LLP
ARNOLD & CLIFFORD LLP CASH BALANCE PLAN
$3.4M · 11 participants
CARMAN, BEAUCHAMP & SANG, PA
CARMAN, BEAUCHAMP & SANG 401(K) PLA
$3.4M · 12 participants
MCANDREWS & NORGLE LLC
MCANDREWS & NORGLE LLC 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 8 participants
JAMES T. WITKOP
JAMES T. WITKOP 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 13 participants
WHITE & RUSSELL, P.A.
WHITE & RUSSELL, P.A. 401(K) PLAN
$3.4M · 16 participants
BUTLER, NORRIS & GOLD
BUTLER, NORRIS & GOLD 401(K) PROFIT SHARING PLAN
$3.4M · 9 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
