Original filing (PDF)20251015091358NAL0004156241001

JACOB ORESKY & ASSOCIATES PLLC

Name: JACOB ORESKY & ASSOCIATES PLLC — JACOB ORESKY & ASSOCIATES PLLC RETIREMENT PLAN, Form 5500 (2024)
Creator: JACOB ORESKY & ASSOCIATES PLLC

Form 5500-SF

FILING_RECEIVED

JACOB ORESKY & ASSOCIATES PLLC RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 JACOB ORESKY & ASSOCIATES PLLC.

Plan sponsor

Name

JACOB ORESKY & ASSOCIATES PLLC

EIN

11-3734117

Address

149 EAST 149TH STREET · MAIN FLOOR · BRONX, NY · 10451

Phone

(718) 993-9999

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

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

Related plans

Similar-size Law Offices plans

SUPPORT CENTER CHILD ADVOCATES

SUPPORT CENTER FOR CHILD ADVOCATES

$3.8M · 44 participants

FLANAGAN, BARONE & OBRIEN, LLC

FLANAGAN, BARONE & O'BRIEN, LLC 401(K) PLAN

$3.8M · 24 participants

SIEBERT & JOHNSON, PLLC

SIEBERT & JOHNSON, PLLC 401(K) PLAN

$3.8M · 8 participants

VANDERPOOL GRIFFITH LLP

VANDERPOOL GRIFFITH LLP RETIREMENT SAVINGS PLAN

$3.8M · 3 participants

CONRAD TROSCH & KEMMY, P.A.

CONRAD TROSCH & KEMMY, P.A. 401K PLAN