Original filing (PDF)20250404134729NAL0006896067001

WOFSEY, ROSEN, KWESKIN & KURIANSKY LLP

Name: WOFSEY, ROSEN, KWESKIN & KURIANSKY LLP — WOFSEY, ROSEN, KWESKIN & KURIANSKY LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WOFSEY, ROSEN, KWESKIN & KURIANSKY LLP

Form 5500-SF

FILING_RECEIVED

WOFSEY, ROSEN, KWESKIN & KURIANSKY LLP PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$44.5M

Net assets (EOY)

$44.5M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOFSEY, ROSEN, KWESKIN & KURIANSKY LLP.

Plan sponsor

Name

WOFSEY, ROSEN, KWESKIN & KURIANSKY LLP

EIN

06-0677731

Address

600 SUMMER STREET · STAMFORD, CT · 06901

Phone

(203) 327-2300

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator