Original filing (PDF)20251015195017NAL0005766257001

MARTIN CLEARWATER AND BELL LLP

Name: MARTIN CLEARWATER AND BELL LLP — MARTIN CLEARWATER & BELL NON EQUITY PARTNER & ASSOCIATE 401(K) PLAN, Form 5500 (2024)
Creator: MARTIN CLEARWATER AND BELL LLP

Form 5500

FILING_RECEIVED

MARTIN CLEARWATER & BELL NON EQUITY PARTNER & ASSOCIATE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

127

Plan assets (EOY)

$12.2M

Net assets (EOY)

$11.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 MARTIN CLEARWATER AND BELL LLP.

Plan sponsor

Name

MARTIN CLEARWATER AND BELL LLP

EIN

13-2811394

Address

220 EAST 42ND STREET, 13TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 697-3122

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186886 / PN 022	Common Collective Trust	$0	<0.1%

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