Original filing (PDF)20251013154947NAL0000785491001

HESLIN ROTHENBERG FARLEY & MESITI P.C.

Name: HESLIN ROTHENBERG FARLEY & MESITI P.C. — HESLIN ROTHENBERG FARLEY & MESITI P.C. 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HESLIN ROTHENBERG FARLEY & MESITI P.C.

Form 5500-SF

FILING_RECEIVED

HESLIN ROTHENBERG FARLEY & MESITI P.C. 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$40.3M

Net assets (EOY)

$40.3M

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HESLIN ROTHENBERG FARLEY & MESITI P.C..

Plan sponsor

Name

HESLIN ROTHENBERG FARLEY & MESITI P.C.

EIN

14-1680097

Address

5 COLUMBIA CIRCLE · ALBANY, NY · 122035156

Phone

(518) 452-5600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator