Back to filter
Original filing (PDF)20250828133538NAL0010389169001
EDELMAN & EDELMAN, P.C.
Form 5500-SF
FILING_RECEIVED
EDELMAN & EDELMAN, P.C. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
15
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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 EDELMAN & EDELMAN, P.C..
Plan sponsor
Name
EDELMAN & EDELMAN, P.C.
EIN
11-2374101
Address
61 BROADWAY, STE 2220 · NEW YORK, NY · 10006
Phone
(212) 943-1200
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-08-28
Pension benefit codes
2A · Age/service weighted or new comparability
2D · Offset of another plan
2E · Profit-sharing
2J · 401(k) feature
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
CAIETTI LAW GROUP APC
CAIETTI LAW GROUP APC CASH BALANCE PLAN
$1.2M · 1 participants
BOWEN TEN LONG & BAL, PC
BOWEN TEN LONG & BAL, PC 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 18 participants
DUMBECK & DUMBECK
DUMBECK & DUMBECK
$1.2M · 4 participants
LAW OFFICES OF FUSCO & MACALUSO, PC
LAW OFFICES OF FUSCO & MACALUSO, PC RETIREMENT PLAN
$1.2M · 19 participants
GREIMAN, ROME & GRIESMEYER, LLC
GREIMAN, ROME & GRIESMEYER, LLC CASH BALANCE PLAN
$1.2M · 6 participants
EVANS, ROWE & HOLBROOK, P.C.
EVANS, ROWE & HOLBROOK 401(K) PLAN
$1.2M · 11 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B