How big is Malkin & Ross' plan?

Malkin & Ross' plan reported $3.0M in assets and 11 participants for 2023.

Original filing (PDF)20240904155655NAL0033133040001

Malkin & Ross

Name: Malkin & Ross — Malkin & Ross 401(k) Plan, Form 5500 (2023)
Creator: Malkin & Ross
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Malkin & Ross 401(k) Plan

401(k) retirement plan · Malkin & Ross' Malkin & Ross 401(k) Plan held $3.0M in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Malkin & Ross' EIN is 14-1678240.

EIN 14-1678240

Plan number 001

Plan year 2023

ACK ID 20240904155655NAL0033133040001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Malkin & Ross from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Malkin & Ross' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MALKIN & ROSS.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MALKIN & ROSS

EIN

all filings

Address

80 STATE ST · ALBANY, NY · 122072543

Phone

(518) 449-3359

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-04

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

3B · Covers self-employed individuals

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

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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