· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROTH & MERRITT, P.C. — ROTH & MERRITT, P.C. INCENTIVE SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007175755NAL0005145937001
ROTH & MERRITT, P.C.
Form 5500-SF
FILING_RECEIVED
ROTH & MERRITT, P.C. INCENTIVE SAVINGS PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
3
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROTH & MERRITT, P.C.
.
Find decision makers
Plan sponsor
Name
ROTH & MERRITT, P.C.
EIN
22-3175862
Address
17-17 ROUTE 208 NORTH · FAIR LAWN, NJ · 07410
Phone
(201) 796-6400
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-10-07
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
GREEN & GREEN, LLP
GREEN & GREEN 401(K) PLAN
$1.7M · 3 participants
GARY G. COHEN & ASSOCIATES, INC.
GARY G. COHEN & ASSOCIATES, INC. PROFIT SHARING PLAN
$1.7M · 3 participants
SEEBA & ASSOCIATES, INC., CPA'S
SEEBA & ASSOCIATES, INC. CPA'S 401(K) SAVINGS AND PROFIT SHARING PLAN
$1.7M · 11 participants
EASTERN TAX GROUP, INCORPORATED
EASTERN TAX GROUP, INCORPORATED 401(K) PROFIT SHARING PLAN
$1.7M · 1 participants
ANDERSON, ADKINS & COMPANY
ANDERSON, ADKINS & COMPANY 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 12 participants
KUHL, PHILLIPS, & JANS, INC.
KUHL, PHILLIPS, & JANS, INC. 401(K) PLAN
$1.7M · 6 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
