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BAND ROSENBAUM & MARTIN, PC — BAND, ROSENBAUM & MARTIN, P.C. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250626111116NAL0004959635002
BAND ROSENBAUM & MARTIN, PC
Form 5500-SF
FILING_RECEIVED
BAND, ROSENBAUM & MARTIN, P.C. 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
12
Accounts w/ balance
15
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
BAND ROSENBAUM & MARTIN, PC
.
Find decision makers
Plan sponsor
Name
BAND ROSENBAUM & MARTIN, PC
EIN
13-3095780
Address
440 MAMARONECK AVE, SUITE 508 · HARRISON, NY · 10528
Phone
(914) 636-7200
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-26
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
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
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Helping the score
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