Original filing (PDF)20250902064006NAL0014156081001

PUTTERMAN & ROTHSCHILD CPA

Name: PUTTERMAN & ROTHSCHILD CPA — PUTTERMAN ROTHSCHILD KEOGH PLAN, Form 5500 (2024)
Creator: PUTTERMAN & ROTHSCHILD CPA

Form 5500-SF

FILING_RECEIVED

PUTTERMAN ROTHSCHILD KEOGH PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 PUTTERMAN & ROTHSCHILD CPA.

Plan sponsor

Name

PUTTERMAN & ROTHSCHILD CPA

DBA

PUTTERMAN & ROTHSCHILD CPA

EIN

11-2004443

Address

230 HILTON AVE STE 222 · HEMPSTEAD, NY · 115508116

Phone

(516) 481-8766

Industry

CPA 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

2025-09-02

Pension benefit codes

1A · Pay-related DB formula

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

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