Original filing (PDF)20231012153044NAL0020707075001

Raich ENDE Malter & Co. LLP

Name: Raich ENDE Malter & Co. LLP — Raich ENDE Malter &, Form 5500 (2022)
Creator: Raich ENDE Malter & Co. LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Raich ENDE Malter & Co. LLP 401(k) Plan

401(k) retirement plan · Raich ENDE Malter & Co. LLP's Raich ENDE Malter & Co. LLP 401(k) Plan filed a Form 5500 for plan year 2022, with Capital Group (American Funds) as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAICH ENDE MALTER & CO. LLP.

Plan sponsor

Name

RAICH ENDE MALTER & CO. LLP

EIN

11-2336434all filings

Address

175 BROADHOLLOW ROAD, SUITE 250 · MELVILLE, NY · 11747

Phone

(516) 222-8369

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FUSION FAMILY WEALTH, LLC.	—	WOODBURY, NY	INVESTMENT ADVISOR	$75K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.