· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PERETZ, RESNICK, MITGANG & MARCUS, LLP — PERETZ, RESNICK, MITGANG & MARCUS, LLP RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250626070536NAL0008709665001
PERETZ, RESNICK, MITGANG & MARCUS, LLP
Form 5500-SF
FILING_RECEIVED
PERETZ, RESNICK, MITGANG & MARCUS, LLP RETIREMENT PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
41
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PERETZ, RESNICK, MITGANG & MARCUS, LLP
.
Find decision makers
Plan sponsor
Name
PERETZ, RESNICK, MITGANG & MARCUS, LLP
EIN
13-4038381
Address
303 SOUTH BROADWAY · SUITE 105 · TARRYTOWN, NY · 10591
Phone
(914) 332-5393
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Name
PERETZ, RESNICK, MITGANG & MARCUS, LLP
EIN
13-4038381
City
TARRYTOWN, NY
Phone
(914) 332-5393
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2H · Partial participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
PETERSON & ASSOCIATES, P.S.
PETERSON & ASSOCIATES, PS PROFIT SHARING PLAN
$2.4M · 17 participants
ALLEN, GREEN & WILLIAMSON, LLP
ALLEN, GREEN & WILLIAMSON, LLP 401(K) PLAN
$2.4M · 20 participants
JESUS A. DAVILA, P.C.
JESUS A. DAVILA RETIREMENT SAVINGS PLAN
$2.4M · 11 participants
POINT CPA
POINT CPA 401(K) PROFIT SHARING PLAN
$2.4M · 51 participants
SUGGS JOHNSON, LLC
SUGGS & JOHNSON, LLC 401(K) RETIREMENT PLAN
$2.4M · 23 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HEIDENREICH & HEIDENREICH, CPAS, PLLC
HEIDENREICH & HEIDENREICH CPAS 401K PS PLAN
$2.4M · 5 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
