· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LOONEY, COHEN & AISENBERG LLP — LOONEY, COHEN & AISENBERG LLP RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250520110017NAL0001284099001
LOONEY, COHEN & AISENBERG LLP
Form 5500-SF
FILING_RECEIVED
LOONEY, COHEN & AISENBERG LLP RETIREMENT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
12
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
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
LOONEY, COHEN & AISENBERG LLP
.
Find decision makers
Plan sponsor
Name
LOONEY, COHEN & AISENBERG LLP
EIN
04-3272487
Address
33 BROAD STREET, 5TH FLOOR · BOSTON, MA · 02109
Phone
(617) 371-1050
Industry
Professional & Technical Services
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
2025-05-20
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
HINMAN & CARMICHAEL LLP
HINMAN & CARMICHAEL PROFIT SHARING PLAN
$6.9M · 8 participants
VIRTUAL BUSINESS ENTERPRISES LLC
VIRTUAL BUSINESS ENTERPRISES LLC CASH BALANCE PLAN
$6.9M · 6 participants
COLORADO BAR ASSOCIATION
COLORADO BAR ASSOCIATION 401(K) PROFIT SHARING PLAN
$7.0M · 34 participants
THE CHICAGO BAR ASSOCIATION
THE CHICAGO BAR ASSOCIATION 401(K) PLAN
$7.0M · 22 participants
COLE PEDROZA LLP
COLE PEDROZA 401(K) PROFIT SHARING 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.
$6.8M · 29 participants
WRITTEN DEPOSITION SERVICE, LLC
WRITTEN DEPOSITION SERVICE, LLC PROFIT SHARING PLAN
$7.0M · 50 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
