Original filing (PDF)20250912115213NAL0000763843001

BLEAKLEY PLATT & SCHMIDT

Name: BLEAKLEY PLATT & SCHMIDT — BLEAKLEY PLATT & SCHMIDT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BLEAKLEY PLATT & SCHMIDT

Form 5500-SF

FILING_RECEIVED

BLEAKLEY PLATT & SCHMIDT PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27.3M

Net assets (EOY)

$27.3M

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 BLEAKLEY PLATT & SCHMIDT.

Plan sponsor

Name

BLEAKLEY PLATT & SCHMIDT

EIN

13-3214642

Address

ONE NORTH LEXINGTON AVENUE · WHITE PLAINS, NY · 106011712

Phone

(914) 949-2700

Industry

Law Offices· Professional & Technical Servicessee 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

2025-09-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

Welfare benefit codes

4B · Life Insurance

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LLOYD GOSSELINK ROCHELLE & TOWNSEND, P.C.

LLOYD GOSSELINK ROCHELLE & TOWNSEND, P.C. 401(K) PLAN & TRUST

$27.3M · 72 participants

WILLIAMS COULSON

WILLIAMS COULSON PROFIT SHARING PLAN

$27.3M · 26 participants

CORY WATSON, P.C.

CORY WATSON, P.C. 401(K) PROFIT SHARING PLAN

$27.3M · 89 participants

MURRAY, PLUMB & MURRAY, P.A.

MURRAY, PLUMB & MURRAY RETIREMENT SAVINGS PLAN

$27.2M · 37 participants

DAVIS & HARMAN LLP

DAVIS & HARMAN LLP RETIREMENT SAVINGS PLAN