Original filing (PDF)20240904155655NAL0033133040001

MALKIN & ROSS

Name: MALKIN & ROSS — MALKIN & ROSS 401(K) PLAN, Form 5500 (2023)
Creator: MALKIN & ROSS

Form 5500-SF

FILING_RECEIVED

MALKIN & ROSS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 MALKIN & ROSS.

Plan sponsor

Name

MALKIN & ROSS

EIN

14-1678240

Address

80 STATE ST · ALBANY, NY · 122072543

Phone

(518) 449-3359

Industry

All Other Professional Services· Professional & Technical Servicessee all

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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