· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TANKEL ROSENBERG & COMPANY PC — TANKEL ROSENBERG & COMPANY PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709130940NAL0002846387001
TANKEL ROSENBERG & COMPANY PC
Form 5500-SF
FILING_RECEIVED
TANKEL ROSENBERG & COMPANY PC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
12
Accounts w/ balance
7
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 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
TANKEL ROSENBERG & COMPANY PC
.
Find decision makers
Plan sponsor
Name
TANKEL ROSENBERG & COMPANY PC
EIN
04-2980584
Address
20 WALNUT ST · WELLESLEY HILLS, MA · 024812104
Phone
(781) 489-6970
Industry
Other Services (ex. Public Admin)
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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 Other Services (ex. Public Admin) plans
INTERVENTIONAL SPECIALTY GROUP
INTERVENTIONAL SPECIALTY GROUP 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 12 participants
WELCOME FEDERAL CREDIT UNION
WELCOME FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 20 participants
PRIDE RESOURCE PARTNERS LLC
PRIDE RESOURCE PARTNERS LLC CASH BALANCE PLAN
$1.5M · 67 participants
RUSSO PROPERTIES, LTD.
RUSSO PROPERTIES, LTD. 401(K) PLAN
$1.5M · 2 participants
NAGATA TECHNOLOGY, INC.
NAGATA TECHNOLOGY INC. , 401(K) PLAN
80
Knocking points off
58% balance-to-active ratio — below typical for a healthy 401(k).
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.
$1.5M · 4 participants
NATIONWIDE ANESTHESIA SERVICES, INC
NNP 401(K) RETIREMENT PLAN
$1.5M · 16 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
