Original filing (PDF)20251014162351NAL0006853586002

GAUL BARATTA & ROSELLO, LLC

Name: GAUL BARATTA & ROSELLO, LLC — GAUL BARATTA & ROSELLO, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: GAUL BARATTA & ROSELLO, LLC

Form 5500-SF

FILING_RECEIVED

GAUL BARATTA & ROSELLO, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$697K

Net assets (EOY)

$697K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GAUL BARATTA & ROSELLO, LLC.

Plan sponsor

Name

GAUL BARATTA & ROSELLO, LLC

EIN

20-0233919all filings

Address

100 E. HANOVER AVE. · CEDAR KNOLLS, NJ · 07927

Phone

(973) 539-5900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LABOR LAW PC

LABOR LAW PC CASH BALANCE PLAN

$697K · 3 participants

SULLIVAN PLLC

SULLIVAN LAW GROUP 401(K) PLAN

$697K · 12 participants

CARLOS J. JIMENEZ, PL

CARLOS J. JIMENEZ, PL CASH BALANCE PLAN

$697K · 2 participants

NETTESHEIM LAW

NETTESHEIM LAW CASH BALANCE PENSION PLAN

$696K · 3 participants

OAK STREET LAW GROUP, PLLC

OAK STREET LAW GROUP, PLLC 401(K) SAVINGS PLAN

$696K · 5 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.