Back to filter
Original filing (PDF)20250409204202NAL0011255475001
RICE DOLAN & KERSHAW
Form 5500-SF
FILING_RECEIVED
RICE DOLAN & KERSHAW PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
12
Accounts w/ balance
13
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
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 RICE DOLAN & KERSHAW.
Plan sponsor
Name
RICE DOLAN & KERSHAW
EIN
05-0277625
Address
72 PINE STREET · SUITE 300 · PROVIDENCE, RI · 02903
Phone
(401) 272-8600
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
2025-04-09
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)
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
ALTITUDE COMMUNITY LAW PC
ALTITUDE COMMUNITY LAW P.C. 401(K) PLAN
$7.1M · 37 participants
JONES, GALLIGAN, KEY & LOZANO, LLP
J G K L 401(K) PLAN EMPLOYEES' PROFIT SHARING PLAN
$7.1M · 29 participants
BLOOSTON, MORDKOFSKY, DICKENS & PRENDERGAST, LLP
BLOOSTON, MORDKOFSKY, DICKENS & PRENDERGAST, LLP 401(K) PLAN
$7.1M · 8 participants
DANIEL MEDLEY & KIRBY PC
DANIEL, MEDLEY & KIRBY, P.C. 401(K) PROFIT SHARING PLAN
$7.1M · 19 participants
BIENVENU, FOCO & VIATOR, LLC
BIENVENU, BONNECAZE, FOCO & VIATOR, LLC 401(K) & PROFIT SHARING PLAN
$7.1M · 16 participants
GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP
GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP 401(K) PROFIT SHARING PLAN FOR ASSOCIATES
$7.1M · 32 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B