Original filing (PDF)20250926090448NAL0008410817001

KASTON & ABERLE, LLP

Name: KASTON & ABERLE, LLP — KASTON & ABERLE, LLP RETIREMENT TRUST, Form 5500 (2024)
Creator: KASTON & ABERLE, LLP

Form 5500-SF

FILING_RECEIVED

KASTON & ABERLE, LLP RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 KASTON & ABERLE, LLP.

Plan sponsor

Name

KASTON & ABERLE, LLP

EIN

11-3551893

Address

350 OLD COUNTRY ROAD · SUITE 203 · GARDEN CITY, NY · 11530

Phone

(516) 873-3040

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

2025-09-26

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)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

TILLEM, MCNICHOL & BROWN

TILLEM, MCNICHOL & BROWN 401(K) PLAN

$3.0M · 4 participants

GIULIANO, MCDONNELL & PERRONE

GIULIANO MCDONNELL & PERRONE 401K

$3.0M · 9 participants

BLEVANS & BLEVANS, LLP

BLEVANS & BLEVANS 401(K) PLAN

$3.0M · 13 participants

JACKSON LOMAN DOWNEY & STEVENS-BLOC

JACKSON LOMAN STANFORD & ET AL 401(K) PROFIT SHARING PLAN

$3.0M · 10 participants

PIERCE LEDYARD JOHNSTON, P.C.

PIERCE LEDYARD JOHNSTON, P.C. 401(K) PROFIT SHARING PLAN