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Original filing (PDF)20251015152725NAL0004986897010
MORITT HOCK & HAMROFF LLP
Form 5500
FILING_RECEIVED
MORITT HOCK & HAMROFF LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
159
Accounts w/ balance
168
Plan assets (EOY)
$47.7M
Net assets (EOY)
$47.7M
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 (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORITT HOCK & HAMROFF LLP.
Plan sponsor
Name
MORITT HOCK & HAMROFF LLP
EIN
11-2954522
Address
400 GARDEN CITY PLAZA, 2ND FLOOR · GARDEN CITY, NY · 11530
Phone
(516) 873-2000
Industry
Law Offices· Professional & Technical Servicessee all
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)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $63K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES | 22-2446239 | — | THIRD PARTY ADMINISTRATOR | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNERAMPER LLP | 87-1363769 | — | ACCOUNTANT / AUDITOR | $24K | — |
Investments
41 direct securities· $47.7M(100% of reported assets)
Uncategorized
$45.8M
40 holdings
Guaranteed Income / GIC
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| M utual Funds * Fidelity Management Trust Company Fidelity Freedom 2025 Fund | — | — | — | $9.0M | 19.0% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $5.6M | 11.7% | |
| Fidelity Management Trust Company Fidelity Freedom 2030 Fund | — | — | — | $5.4M | 11.4% | |
| Fidelity Management Trust Company Fidelity Blue Chip Grow th Fund | — | — | — | $4.1M | 8.6% | |
| Fidelity Management Trust Company Fidelity Freedom 2035 Fund | — | — | — | $4.1M | 8.6% | |
| Fidelity Management Trust Company Fidelity Freedom 2040 Fund | — | — | — | $3.6M | 7.6% | |
| Fidelity Management Trust Company Fidelity Freedom 2045 Fund | — | — | — | $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 | — | — | — | $1.1M | 2.4% | |
| Fidelity Management Trust Company MFS International Diversification Fund Class R4 | — | — | — | $1.1M | 2.3% | |
| Fidelity Management Trust Company AMG Yacktman Fund Class I | — | — | — | $1.1M | 2.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2050 Fund | — | — | — | $817K | 1.7% | |
| Fidelity Management Trust Company Fidelity Freedom 2015 Fund | — | — | — | $732K | 1.5% | |
| Fidelity Management Trust Company Fidelity Select Energy Portfolio | — | — | — | $621K | 1.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2010 Fund | — | — | — | $520K | 1.1% | |
| Fidelity Management Trust Company Principal SmallCap S&P 600 Index Fund | — | — | — | $497K | 1.0% | |
| Fidelity Management Trust Company Janus Henderson Enterprise Fund Class N | — | — | — | $482K | 1.0% | |
| Fidelity Management Trust Company PIMCO Income Fund Class I-2 | — | — | — | $469K | 1.0% | |
| Fidelity Management Trust Company Fidelity Freedom 2055 Fund | — | — | — | $452K | 0.9% | |
| Fidelity Management Trust Company Fidelity Capital & Income Fund | — | — | — | $419K | 0.9% | |
| Fidelity Management Trust Company American Century Small Cap Grow th Fund Investor Class | — | — | — | $403K | 0.8% | |
| Fidelity Management Trust Company American Century Small Cap Grow th Investor Class | — | — | — | $367K | 0.8% | |
| Fidelity Management Trust Company Fidelity Select Softw are and IT Services Portfolio | — | — | — | $263K | 0.6% | |
| Fidelity Management Trust Company American Funds American Balanced Fund Class R6 | — | — | — | $252K | 0.5% | |
| Fidelity Management Trust Company Janus Henderson Global Life Sciences Fund | — | — | — | $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 - | — | — | — | $232K | 0.5% | |
| Fidelity Management Trust Company First Eagle Global Fund Class R6 | — | — | — | $220K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom 2060 Fund | — | — | — | $207K | 0.4% | |
| Fidelity Management Trust Company C & S Real Estate I | — | — | — | $186K | 0.4% | |
| Fidelity Management Trust Company Fidelity Emerging Markets Discovery Fund | — | — | — | $182K | 0.4% | |
| Fidelity Management Trust Company FID INFL PR BD IDX | — | — | — | $181K | 0.4% | |
| Fidelity Management Trust Company Loomies Sayles Core Plus Bond Fund Class Y | — | — | — | $143K | 0.3% | |
| Fidelity Management Trust Company Fidelity Freedom Income Fund | — | — | — | $140K | 0.3% | |
| Fidelity Management Trust Company Fidelity Extended Market Index Fund | — | — | — | $82K | 0.2% | |
| Fidelity Management Trust Company Fidelity Select Utilities Portfolio | — | — | — | $35K | <0.1% | |
| Fidelity Management Trust Company John Hancock Funds Disciplined Value Mid Cap Fund Class I | — | — | — | $28K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2065 Fund | — | — | — | $23K | <0.1% | |
| Fidelity Management Trust Company American Funds PRSRVTIN PTF R6 | — | — | — | $15K | <0.1% | |
| Fidelity Management Trust Company Allspring Small Company Value Fund | — | — | — | $8K | <0.1% | |
| M oney M arket * Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $5K | <0.1% | |
| Fidelity Management Trust Company Macquarie Healthcare Fund Class I | — | — | — | $3K | <0.1% |