Original filing (PDF)20250804101022NAL0002510546001

LITTLETON PARK JOYCE UGHETTA & KELLY LLP

Name: LITTLETON PARK JOYCE UGHETTA & KELLY LLP — LITTLETON PARK JOYCE UGHETTA & KELLY LLP CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: LITTLETON PARK JOYCE UGHETTA & KELLY LLP

Form 5500-SF

FILING_RECEIVED

LITTLETON PARK JOYCE UGHETTA & KELLY LLP CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 LITTLETON PARK JOYCE UGHETTA & KELLY LLP.

Plan sponsor

Name

LITTLETON PARK JOYCE UGHETTA & KELLY LLP

EIN

20-8195303

Address

141 W FRONT STREET · RED BANK, NJ · 07701

Phone

(732) 530-9100

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

2025-08-04

Pension benefit codes

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

AVANZINO & MORENO PC

AVANZINO & MORENO PC 401(K) PROFIT SHARING PLAN

$3.5M · 11 participants

LOWENTHAL & ABRAMS, P.C.

LOWENTHAL & ABRAMS, P. C. 401(K) PROFIT SHARING PLAN

$3.5M · 42 participants

WEBSTER KAPLAN LLP

WEBSTER KAPLAN LLP 401(K) PLAN

$3.5M · 14 participants

NORTHEN BLUE LLP

NORTHEN BLUE LLP 401(K) PROFIT SHARING PLAN

$3.5M · 4 participants

GARWIN GERSTEIN & FISHER, LLP

GARWIN GERSTEIN & FISHER, LLP PENSION PLAN