Original filing (PDF)20251007193317NAL0012037218001

REITLER KAILAS & ROSENBLATT, LLP

Name: REITLER KAILAS & ROSENBLATT, LLP — REITLER KAILAS & ROSENBLATT, LLP INCENTIVES SAVINGS AND TRUST PLAN, Form 5500 (2024)
Creator: REITLER KAILAS & ROSENBLATT, LLP

Form 5500-SF

FILING_RECEIVED

REITLER KAILAS & ROSENBLATT, LLP INCENTIVES SAVINGS AND TRUST PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 REITLER KAILAS & ROSENBLATT, LLP.

Plan sponsor

Name

REITLER KAILAS & ROSENBLATT, LLP

EIN

13-3850679

Address

885 THIRD AVENUE, 20TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 209-3050

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Related plans

Similar-size Law Offices plans

COSTELLO, MCMAHON, GILBRETH & MURPHY, LTD.

COSTELLO, MCMAHON, GILBRETH & MURPHY, LTD. CASH BALANCE PENSION PLAN

$3.1M · 15 participants

CLARK FROST ZUCCHI P.C.

CLARK FROST ZUCCHI 401(K) PLAN

$3.1M · 5 participants

WASSER, COOPERMAN & MANDLES PROFESSIONAL CORPORATION

WASSER, COOPERMAN & MANDLES PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN

$3.1M · 16 participants

EAGAN & DONOHUE LLC

EAGAN & DONOHUE, LLC 401(K) PROFIT SHARING PLAN

$3.1M · 4 participants

BERKEY WILLIAMS, LLP