How big is Moritt HOCK & Hamroff LLP's plan?

Moritt HOCK & Hamroff LLP's plan reported $47.7M in assets and 159 participants for 2024.

Original filing (PDF)20251015152725NAL0004986897010

Moritt HOCK & Hamroff LLP

Name: Moritt HOCK & Hamroff LLP — Moritt HOCK & Hamroff, Form 5500 (2024)
Creator: Moritt HOCK & Hamroff LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Moritt HOCK & Hamroff LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Moritt HOCK & Hamroff LLP's Moritt HOCK & Hamroff LLP 401(k) Profit Sharing Plan held $47.7M in plan assets for 159 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

159

Accounts w/ balance

168

Plan assets (EOY)

$47.7M

Net assets (EOY)

$47.7M

People on this filing

LISA K. Markus signed Moritt HOCK & Hamroff LLP's 2024 Form 5500 as plan administrator.

LISA K. Markus — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Moritt HOCK & Hamroff LLP's EIN is 11-2954522.

EIN 11-2954522

Plan number 002

Plan year 2024

ACK ID 20251015152725NAL0004986897010

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moritt HOCK & Hamroff LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moritt HOCK & Hamroff LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORITT HOCK & HAMROFF LLP.

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 4K (0% of contributions).

Helping the score

High average account balance (99th percentile).

Plan sponsor

Name

MORITT HOCK & HAMROFF LLP

EIN

all filings

Address

400 GARDEN CITY PLAZA, 2ND FLOOR · GARDEN CITY, NY · 11530

Phone

(516) 873-2000

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$46K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	—	ADVISOR	$63K	—

Investments

41 direct securities· $47.7M(100% of reported assets)

Mutual Funds

$39.2M

35 holdings

Common Collective Trusts

$6.4M

4 holdings

Guaranteed Income / GIC

$2.0M

1 holding

Bonds / Notes

$232K

1 holding

					% of plan
M utual Funds * Fidelity Management Trust Company Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$9.0M	19.0%
Fidelity Management Trust Company Fidelity 500 Index Fund	Common Collective Trusts	—	—	$5.6M	11.7%
Fidelity Management Trust Company Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$5.4M	11.4%
Fidelity Management Trust Company Fidelity Blue Chip Grow th Fund	Mutual Funds	—	—	$4.1M	8.6%
Fidelity Management Trust Company Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$4.1M	8.6%
Fidelity Management Trust Company Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$3.6M	7.6%
Fidelity Management Trust Company Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$2.3M	4.8%
* Lincoln Life & Annuity Company of New York Lincoln Stable Value Account - at contract value	Guaranteed Income / GIC	—	—	$2.0M	4.1%
Fidelity Management Trust Company Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$1.1M	2.4%
Fidelity Management Trust Company MFS International Diversification Fund Class R4	Mutual Funds	—	—	$1.1M	2.3%
Fidelity Management Trust Company AMG Yacktman Fund Class I	Mutual Funds	—	—	$1.1M	2.3%
Fidelity Management Trust Company Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$817K	1.7%
Fidelity Management Trust Company Fidelity Freedom 2015 Fund	Mutual Funds	—	—	$732K	1.5%
Fidelity Management Trust Company Fidelity Select Energy Portfolio	Mutual Funds	—	—	$621K	1.3%
Fidelity Management Trust Company Fidelity Freedom 2010 Fund	Mutual Funds	—	—	$520K	1.1%
Fidelity Management Trust Company Principal SmallCap S&P 600 Index Fund	Common Collective Trusts	—	—	$497K	1.0%
Fidelity Management Trust Company Janus Henderson Enterprise Fund Class N	Mutual Funds	—	—	$482K	1.0%
Fidelity Management Trust Company PIMCO Income Fund Class I-2	Mutual Funds	—	—	$469K	1.0%
Fidelity Management Trust Company Fidelity Freedom 2055 Fund	Mutual Funds	—	—	$452K	0.9%
Fidelity Management Trust Company Fidelity Capital & Income Fund	Mutual Funds	—	—	$419K	0.9%
Fidelity Management Trust Company American Century Small Cap Grow th Fund Investor Class	Mutual Funds	—	—	$403K	0.8%
Fidelity Management Trust Company American Century Small Cap Grow th Investor Class	Mutual Funds	—	—	$367K	0.8%
Fidelity Management Trust Company Fidelity Select Softw are and IT Services Portfolio	Mutual Funds	—	—	$263K	0.6%
Fidelity Management Trust Company American Funds American Balanced Fund Class R6	Mutual Funds	—	—	$252K	0.5%
Fidelity Management Trust Company Janus Henderson Global Life Sciences Fund	Mutual Funds	—	—	$248K	0.5%
Notes Receivable from Participants Notes Receivable from Participants - collateralized by the participants' account balances, interest rates at 3.25% to 8.5%, maturities through December 2029 -	Bonds / Notes	—	—	$232K	0.5%
Fidelity Management Trust Company First Eagle Global Fund Class R6	Mutual Funds	—	—	$220K	0.5%
Fidelity Management Trust Company Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$207K	0.4%
Fidelity Management Trust Company C & S Real Estate I	Mutual Funds	—	—	$186K	0.4%
Fidelity Management Trust Company Fidelity Emerging Markets Discovery Fund	Mutual Funds	—	—	$182K	0.4%
Fidelity Management Trust Company FID INFL PR BD IDX	Common Collective Trusts	—	—	$181K	0.4%
Fidelity Management Trust Company Loomies Sayles Core Plus Bond Fund Class Y	Mutual Funds	—	—	$143K	0.3%
Fidelity Management Trust Company Fidelity Freedom Income Fund	Mutual Funds	—	—	$140K	0.3%
Fidelity Management Trust Company Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$82K	0.2%
Fidelity Management Trust Company Fidelity Select Utilities Portfolio	Mutual Funds	—	—	$35K	<0.1%
Fidelity Management Trust Company John Hancock Funds Disciplined Value Mid Cap Fund Class I	Mutual Funds	—	—	$28K	<0.1%
Fidelity Management Trust Company Fidelity Freedom 2065 Fund	Mutual Funds	—	—	$23K	<0.1%
Fidelity Management Trust Company American Funds PRSRVTIN PTF R6	Mutual Funds	—	—	$15K	<0.1%
Fidelity Management Trust Company Allspring Small Company Value Fund	Mutual Funds	—	—	$8K	<0.1%
M oney M arket * Fidelity Management Trust Company Fidelity Government Money Market Fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Management Trust Company Macquarie Healthcare Fund Class I	Mutual Funds	—	—	$3K	<0.1%