Original filing (PDF)20250826172415NAL0015516000001

DRS. WITROCK & AXELROD, LLP

Name: DRS. WITROCK & AXELROD, LLP — DRS. WITROCK & AXELROD, LLP PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DRS. WITROCK & AXELROD, LLP

Form 5500-SF

FILING_RECEIVED

DRS. WITROCK & AXELROD, LLP PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRS. WITROCK & AXELROD, LLP.

Plan sponsor

Name

DRS. WITROCK & AXELROD, LLP

EIN

11-3411826

Address

5225-40 NESCONSET HIGHWAY · PORT JEFFERSON STATION, NY · 117761591

Phone

(631) 928-2830

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

DRS. WITROCK & AXELROD, LLP

EIN

11-3411826

City

PORT JEFFERSON STATION, NY

Phone

(631) 928-2830

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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 providers

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