Original filing (PDF)20250613104731NAL0017517505001

SHAPIRO GETTINGER WALDINGER & MONTELEONE, LLP

Name: SHAPIRO GETTINGER WALDINGER & MONTELEONE, LLP — B S G W & B RETIREMENT PLAN, Form 5500 (2024)
Creator: SHAPIRO GETTINGER WALDINGER & MONTELEONE, LLP

Form 5500-SF

FILING_RECEIVED

B S G W & B RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

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 SHAPIRO GETTINGER WALDINGER & MONTELEONE, LLP.

Plan sponsor

Name

SHAPIRO GETTINGER WALDINGER & MONTELEONE, LLP

EIN

13-2607136

Address

118 NORTH BEDFORD ROAD · P.O. BOX 320 · MT KISCO, NY · 105492553

Phone

(914) 666-8033

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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