· 2022–2024 · DOL EFAST2

CONN KAVANAUGH ROSENTHAL PEISCH, FORD LLP 401(K) PROFIT SHARING PLAN — CONN KAVANAUGH ROSENTHAL PEISCH & FORD, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250729135450NAL0003995712001

CONN KAVANAUGH ROSENTHAL PEISCH, FORD LLP 401(K) PROFIT SHARING PLAN

Form 5500-SF

FILING_RECEIVED

CONN KAVANAUGH ROSENTHAL PEISCH & FORD, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

76

Accounts w/ balance

106

Plan assets (EOY)

$29.2M

Net assets (EOY)

$29.2M

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 CONN KAVANAUGH ROSENTHAL PEISCH, FORD LLP 401(K) PROFIT SHARING PLAN.

Plan sponsor

Name

CONN KAVANAUGH ROSENTHAL PEISCH, FORD LLP 401(K) PROFIT SHARING PLAN

EIN

04-3017999

Address

1 FEDERAL ST FL 15 · BOSTON, MA · 021102003

Phone

(617) 482-8200

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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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