Original filing (PDF)20240723123344NAL0011267521001

REBECCA H BARITOT

Name: REBECCA H BARITOT — REBECCA H BARITOT RETIREMENT PLAN, Form 5500 (2023)
Creator: REBECCA H BARITOT

Form 5500-SF

FILING_RECEIVED

REBECCA H BARITOT RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 REBECCA H BARITOT.

Plan sponsor

Name

REBECCA H BARITOT

EIN

16-1541614

Address

70 NIAGARA ST 3RD FL · BUFFALO, NY · 14202

Phone

(716) 849-1700

Industry

Law Offices· 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

2024-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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