· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUGARMAN ROGERS BARSHAK & COHEN PC — SUGARMAN, ROGERS, BARSHAK & CO 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241001130812NAL0011624096001
SUGARMAN ROGERS BARSHAK & COHEN PC
Form 5500-SF
FILING_RECEIVED
SUGARMAN, ROGERS, BARSHAK & CO 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
1
Accounts w/ balance
12
Plan assets (EOY)
$951K
Net assets (EOY)
$951K
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
SUGARMAN ROGERS BARSHAK & COHEN PC
.
Find decision makers
Plan sponsor
Name
SUGARMAN ROGERS BARSHAK & COHEN PC
EIN
04-2806770
Address
PO BOX 961919 · BOSTON, MA · 02196
Phone
(978) 766-0565
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-01
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
LAW OFFICES OF ARMAN E. RAVERY, PC
LAW OFFICES OF ARMAN E. RAVERY, PC RETIREMENT TRUST
$952K · 5 participants
PAUL BONIKOWSKE FINANCIAL SERVICES
BONIKOWSKE RETIREMENT PLAN
$951K · 6 participants
ON THE SPOT HOME IMPROVEMENT, IN
ON THE SPOT HOME IMPROVEMENT INC 401(K) PLAN
$951K · 23 participants
W. E. CRAVER, III ESS
W. E. CRAVER, III ESS 401(K) PLAN
$951K · 1 participants
SCIENTIFIC BETA (NORTH AMERICA) INC
SCIENTIFIC BETA (NORTH AMERICA) RETIREMENT PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$951K · 2 participants
BLUEBELL KITCHENS, INC
BLUEBELL KITCHENS, INC. RETIREMENT TRUST
$951K · 18 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
