· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TURLEY, REDMOND & ROSASCO, LLP — TURLEY, REDMOND & ROSASCO, LLP CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015111803NAL0002311475001
TURLEY, REDMOND & ROSASCO, LLP
Form 5500-SF
FILING_RECEIVED
TURLEY, REDMOND & ROSASCO, LLP CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
21
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TURLEY, REDMOND & ROSASCO, LLP
.
Find decision makers
Plan sponsor
Name
TURLEY, REDMOND & ROSASCO, LLP
EIN
11-3369098
Address
3075 VETERANS MEMORIAL HWY · RONKONKOMA, NY · 117797666
Phone
(631) 582-3700
Industry
Law Offices
· Professional & Technical Services
see 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
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
1I · Frozen plan — no new benefit accrual
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
Related plans
Similar-size Law Offices plans
WOLF & SOLOVY, LLP
WOLF & SOLOVY, LLP 401(K) PROFIT SHARING PLAN
$1.3M · 3 participants
SABRINA R. GROGAN, ATTORNEY AT LAW
SABRINA R. GROGAN RETIREMENT PLAN
$1.3M · 2 participants
DUNN DESANTIS WALT & KENDRICK LLP
DUNN DESANTIS WALT & KENDRICK LLP 401K PLAN
$1.3M · 12 participants
RONALD J KATTER
RONALD J KATTER 401(K) PROFIT SHARING PLAN
$1.3M · 1 participants
THE HERBERT LAW FIRM, INC.
THE HERBERT LAW FIRM 401(K) PROFIT SHARING PLAN
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
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.
$1.3M · 3 participants
LAW OFFICES OF RICHARD PALUMBO, LLC
LAW OFFICES OF RICHARD PALUMBO, LLC 401(K) PLAN
$1.3M · 17 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
