Original filing (PDF)20251017105111NAL0009796960001

INGRAM YUZEK GAINEN CARROLL & BERTOLOTTI, LLP

Name: INGRAM YUZEK GAINEN CARROLL & BERTOLOTTI, LLP — INGRAM YUZEK GAINEN CARROLL & BERTOLOTTI, LLP CASH BALANCE PLAN, Form 5500 (2024)
Creator: INGRAM YUZEK GAINEN CARROLL & BERTOLOTTI, LLP

Form 5500-SF

FILING_RECEIVED

INGRAM YUZEK GAINEN CARROLL & BERTOLOTTI, LLP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INGRAM YUZEK GAINEN CARROLL & BERTOLOTTI, LLP.

Plan sponsor

Name

INGRAM YUZEK GAINEN CARROLL & BERTOLOTTI, LLP

EIN

13-3539044all filings

Address

150 EAST 42ND STREET · 19TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 907-9600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator