Original filing (PDF)20250527090658NAL0003895555001

SHOLES MILLER RODRIGUEZ & BROWN

Name: SHOLES MILLER RODRIGUEZ & BROWN — SHOLES MILLER RODRIGUEZ & BROWN PLLC, Form 5500 (2024)
Creator: SHOLES MILLER RODRIGUEZ & BROWN

Form 5500-SF

FILING_RECEIVED

SHOLES MILLER RODRIGUEZ & BROWN PLLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 SHOLES MILLER RODRIGUEZ & BROWN.

Plan sponsor

Name

SHOLES MILLER RODRIGUEZ & BROWN

EIN

14-1824912

Address

300 WESTAGE BUSINESS CENTER DR · SUITE 390 · FISHKILL, NY · 12524

Phone

(845) 454-5909

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

2025-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

VELLINES, GLICK & WHITESELL, PC

VELLINES, GLICK & WHITESELL, PC 401(K) PLAN

$1.8M · 9 participants

BOLANOS TRUXTON PA

BOLANOS TRUXTON PA 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 12 participants

PACHOWICZ GOLDENRING, A PROFESSIONAL LAW CORPORATION

PACHOWICZ GOLDENRING APLC 401K PLAN

$1.8M · 16 participants

HOFHEIMER FAMILY LAW FIRM P.C.

HOFHEIMER FAMILY LAW FIRM P.C. 401(K) PLAN

$1.8M · 13 participants

RICHARD M. KAUDY, LLC DBA KAUDY LAW FIRM, LLC