How big is Wingate, Russotti, Shapiro, Moses & Halperin, LLP's plan?

Wingate, Russotti, Shapiro, Moses & Halperin, LLP's plan reported $5.2M in assets and 45 participants for 2024.

Original filing (PDF)20251014103150NAL0001225379001

Wingate, Russotti, Shapiro, Moses & Halperin, LLP

Name: Wingate, Russotti, Shapiro, Moses & Halperin, LLP — Form 5500 Plan 002 (2024)
Creator: Wingate, Russotti, Shapiro, Moses & Halperin, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wingate, Russotti, Shapiro & Halperin, LLP Cash Balance Plan and Trust

Defined-benefit pension plan · Wingate, Russotti, Shapiro, Moses & Halperin, LLP's Wingate, Russotti, Shapiro & Halperin, LLP Cash Balance Plan and Trust held $5.2M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Wingate, Russotti, Shapiro, Moses & Halperin, LLP's EIN is 13-3545810.

EIN 13-3545810

Plan number 002

Plan year 2024

ACK ID 20251014103150NAL0001225379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wingate, Russotti, Shapiro, Moses & Halperin, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wingate, Russotti, Shapiro, Moses & Halperin, LLP's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINGATE, RUSSOTTI, SHAPIRO, MOSES & HALPERIN, LLP.

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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

100

Helping the score