· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FULTON VITTORIA LLP — FULTON VITTORIA LLP CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250915083034NAL0000572227001
FULTON VITTORIA LLP
Form 5500-SF
FILING_RECEIVED
FULTON VITTORIA LLP CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FULTON VITTORIA LLP
.
Find decision makers
Plan sponsor
Name
FULTON VITTORIA LLP
EIN
13-1550797
Address
ONE ROCKEFELLER PLAZA, 3RD FLOOR · NEW YORK, NY · 10020
Phone
(212) 586-0700
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
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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
BAKER & ENRIGHT
BAKER & ENRIGHT 401(K) PROFIT SHARING PLAN AND TRUST
$3.1M · 5 participants
CASHE COUDRAIN & BASS LLP
CASHE COUDRAIN BASS 401(K) PLAN
$3.1M · 8 participants
MONCRIEF & HART PC
MONCRIEF & HART PC 401(K) PROFIT SHARING PLAN & TRUST
$3.1M · 8 participants
WILLIAM T MCCULLOUGH
WILLIAM T MCCULLOUGH PROFIT SHARING PLAN
$3.1M · 2 participants
SHULMAN & HILL, PLLC
SHULMAN & HILL, PLLC 401(K) PROFIT SHARING PLAN
100
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.
$3.1M · 71 participants
PLANT, CHRISTENSEN & KANELL, P.C.
PLANT, CHRISTENSEN & KANELL, P. C. 401(K) PLAN
$3.1M · 14 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