Original filing (PDF)20250702151838NAL0007695667001

ROEMER WALLENS GOLD & MINEAUX

Name: ROEMER WALLENS GOLD & MINEAUX — ROEMER WALLENS GOLD & MINEAUX 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ROEMER WALLENS GOLD & MINEAUX

Form 5500-SF

FILING_RECEIVED

ROEMER WALLENS GOLD & MINEAUX 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

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 ROEMER WALLENS GOLD & MINEAUX.

Plan sponsor

Name

ROEMER WALLENS GOLD & MINEAUX

EIN

14-1781288

Address

13 COLUMBIA CIR · ALBANY, NY · 122035165

Phone

(518) 464-1300

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BLADES & ROSENFELD, P.A.

BLADES & ROSENFELD, P.A. 401(K) PROFIT SHARING PLAN & TRUST

$15.4M · 16 participants

HERTZ SCHRAM PC

HERTZ SCHRAM PC 401(K) PLAN

$15.4M · 41 participants

MONTGOMERY & ANDREWS, P.A.

MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN

$15.4M · 18 participants

DAVIES, MCFARLAND & CARROLL, LLC

DAVIES, MCFARLAND & CARROLL PROFIT SHARING PLAN

$15.4M · 15 participants

SKOLOFF & WOLFE, P.C.

SKOLOFF & WOLFE SAVINGS PLAN