Original filing (PDF)20250916154652NAL0005450738001

WOLPER LAW FIRM, PLLC

Name: WOLPER LAW FIRM, PLLC — WOLPER LAW FIRM, PLLC RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: WOLPER LAW FIRM, PLLC

Form 5500-SF

FILING_RECEIVED

WOLPER LAW FIRM, PLLC RETIREMENT PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 WOLPER LAW FIRM, PLLC.

Plan sponsor

Name

WOLPER LAW FIRM, PLLC

EIN

20-8327257

Address

400 COLUMBUS AVENUE · SUITE 124 S · VALHALLA, NY · 10595

Phone

(914) 741-5050

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

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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

LAW OFFICES OF MARK C. KALISH, P.C.

LAW OFFICES OF MARK KALISH, P.C. PS PLAN

$1.1M · 1 participants

TRIANGLE DIVORCE LAWYERS

TRIANGLE DIVORCE LAWYERS 401K PLAN

$1.1M · 28 participants

ELDRIDGE, NACHTMAN & CRANDELL, LLC

ENLAWYER 401K PLAN

$1.1M · 8 participants

BROWN LEGAL PLLC

BROWN LEGAL PLLC 401(K) PLAN

$1.1M · 11 participants

ROWE WEINSTEIN & SOHN PLLC

ROWE WEINSTEIN & SOHN, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.1M · 10 participants