Original filing (PDF)20251006072902NAL0001904979001

STUART B. RATNER, P. C.

Name: STUART B. RATNER, P. C. — STUART B. RATNER P.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: STUART B. RATNER, P. C.

Form 5500-SF

FILING_RECEIVED

STUART B. RATNER P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STUART B. RATNER, P. C..

Plan sponsor

Name

STUART B. RATNER, P. C.

EIN

06-1388150

Address

1111 SUMMER STREET, SUITE 301 · STAMFORD, CT · 06905

Phone

(203) 323-4900

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

2025-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

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 providers

Related plans

Similar-size Law Offices plans

ALL INJURIES LAW FIRM, P.A.

ALL INJURIES LAW FIRM 401(K) PLAN

$3.6M · 12 participants

BERG LILLY, PC

BERG LILLY, PC 401(K) RETIREMENT PLAN

$3.6M · 7 participants

JACHIMIAK PETERSON KUMMER, LLC

JPK 401(K) RETIREMENT PLAN

$3.6M · 12 participants

ALLEN D. BRECKE, INC. P.S.

A. B. LAW 401(K) PROFIT SHARING PLAN

$3.6M · 6 participants

ROBERSON, KOLKER PC

ROBERSON, KOLKER PC 401(K) PLAN

$3.6M · 15 participants