How big is Aaronson Rappaport Feinstein & Deutsch, LLP's plan?

Aaronson Rappaport Feinstein & Deutsch, LLP's plan reported $29.3M in assets and 121 participants for 2024.

Original filing (PDF)20260218124850NAL0007030209001

Aaronson Rappaport Feinstein & Deutsch, LLP

Name: Aaronson Rappaport Feinstein & Deutsch, LLP — Form 5500 Plan 002 (2024)
Creator: Aaronson Rappaport Feinstein & Deutsch, LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Aaronson, Rappaport, Feinstein & Deutsch, LLP 401(k) Plan

401(k) retirement plan · Aaronson Rappaport Feinstein & Deutsch, LLP's Aaronson, Rappaport, Feinstein & Deutsch, LLP 401(k) Plan held $29.3M in plan assets for 121 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late filing · 3.1 moCorrective distributions issuedHigh average account balance

Active participants

121

Accounts w/ balance

127

Plan assets (EOY)

$29.3M

Net assets (EOY)

$29.3M

People on this filing

Brian NG QUI SANG signed Aaronson Rappaport Feinstein & Deutsch, LLP's 2024 Form 5500 as plan administrator.

Brian NG QUI SANG — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aaronson Rappaport Feinstein & Deutsch, LLP's EIN is 13-3690958.

EIN 13-3690958

Plan number 002

Plan year 2024

ACK ID 20260218124850NAL0007030209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aaronson Rappaport Feinstein & Deutsch, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aaronson Rappaport Feinstein & Deutsch, LLP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AARONSON RAPPAPORT FEINSTEIN & DEUTSCH, LLP.

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How this plan invests

This plan

1 pooled trust

Schedule D

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 3.1 months past the 10.5-month grace window.
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

High average account balance (98th percentile).

Plan sponsor

Name

AARONSON RAPPAPORT FEINSTEIN & DEUTSCH, LLP

EIN

all filings

Address

600 THIRD AVENUE · NEW YORK, NY · 10016

Phone

(212) 754-4439

Industry

Law Offices· Professional & Technical Services

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

2026-02-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

ROGOFF & COMPANY PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$37K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	93-0987232	—	ADVISOR	$55K	—
ROGOFF & COMPANY	13-2688836

Investments

36 direct securities · 1 pooled fund· $29.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$21.9M

24 holdings

Common Collective Trusts

$5.6M

5 holdings

Other securities

$1.2M

3 holdings

Common Collective Trust

$322K

1 holding

U.S. Treasuries

$203K

3 holdings

Bonds / Notes

$124K

1 holding

					% of plan
Fidelity Investments Fidelity Advisor Freedom 2030 Fund - Class Z	Mutual Funds	—	—	$6.4M	21.7%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$4.4M	15.0%
Fidelity Investments Fidelity Advisor Freedom 2035 Fund - Class Z	Mutual Funds	—	—	$3.8M	13.1%
Fidelity Investments Fidelity Advisor Freedom 2020 Fund - Class Z	Mutual Funds	—	—	$3.2M	11.0%
Fidelity Investments Fidelity Advisor Freedom 2025 Fund - Class Z	Mutual Funds	—	—	$2.3M	8.0%
Fidelity Investments Fidelity Advisor New Insights Fund - Class I	Mutual Funds	—	—	$811K	2.8%
Putnam Investments, LLC Putnam Growth Opportunities Fund Class Y	Mutual Funds	—	—	$759K	2.6%
Fidelity Investments Fidelity Advisor Freedom 2050 Fund - Class Z	Mutual Funds	—	—	$685K	2.3%
Fidelity Investments Fidelity Advisor Freedom 2055 Fund - Class Z	Mutual Funds	—	—	$507K	1.7%
BlackRock Funds BlackRock Income Fund Institutional Shares	Other securities	—	—	$506K	1.7%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$493K	1.7%
Fidelity Investments Fidelity Advisor Freedom 2040 Fund - Class Z	Mutual Funds	—	—	$486K	1.7%
BlackRock Funds BlackRock Equity Dividend Fund Institutional Shares	Other securities	—	—	$464K	1.6%
PIMCO Funds PIMCO Total Return Fund Institutional Class	Mutual Funds	—	—	$440K	1.5%
Fidelity Investments Fidelity Advisor Freedom 2045 Fund - Class Z	Mutual Funds	—	—	$431K	1.5%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$426K	1.5%
Fidelity Investments Fidelity Advisor Freedom 2010 Fund - Class Z ** 546 * Fidelity Investments Fidelity Advisor Freedom 2015 Fund - Class Z	Mutual Funds	—	—	$349K	1.2%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$322K	1.1%
American Funds American Century Small Cap Growth Fund Investor Class	Mutual Funds	—	—	$283K	1.0%
Putnam Investments, LLC Putnam Global Health Care Fund Class Y	Mutual Funds	—	—	$267K	0.9%
Fidelity Investments Fidelity Advisor High Income Advantage Fund - Class I	Mutual Funds	—	—	$232K	0.8%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$217K	0.7%
T. Rowe Price Funds T. Rowe Price Global Industrials Fund I Class	Other securities	—	—	$181K	0.6%
Invesco Funds Invesco Discovery Mid Cap Growth Class Y	Mutual Funds	—	—	$171K	0.6%
Putnam Investments, LLC Putnam Dynamic Asset Allocation Growth Fund Class Y	Mutual Funds	—	—	$155K	0.5%
Fidelity Investments Fidelity Advisor Freedom 2060 Fund - Class Z	Mutual Funds	—	—	$140K	0.5%
Participant loans Interest rates ranging from 4.25% to 9.50% -	Bonds / Notes	—	—	$124K	0.4%
Putnam Investments, LLC Putnam Dynamic Asset Allocation Balanced Fund Class Y	Mutual Funds	—	—	$123K	0.4%
Fidelity Investments Fidelity Advisor Freedom Income Fund - Class Z	Mutual Funds	—	—	$91K	0.3%
Invesco Funds Invesco International Bond Fund Class Y	Mutual Funds	—	—	$81K	0.3%
Fidelity Investments Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$77K	0.3%
American Funds American Century Government Bond Fund - Investor Class	U.S. Treasuries	—	—	$72K	0.2%
Fidelity Investments Fidelity Advisor Focused Emerging Markets Fund - Class I	Mutual Funds	—	—	$68K	0.2%
Fidelity Investments Fidelity Long-Term Treasury Bond Index Fund	U.S. Treasuries	—	—	$54K	0.2%
Western Asset Western Asset Inflation Idxed Plus Bond I ** 4 Principal SmallCap S&P 600 Index Fund Institutional Class	Common Collective Trusts	—	—	$35K	0.1%
Putnam Investments, LLC Putnam International Equity Fund Class Y	Mutual Funds	—	—	$28K	<0.1%
Fidelity Investments Fidelity Advisor Freedom 2065 Fund - Class Z	Mutual Funds	—	—	$16K	<0.1%