Original filing (PDF)20250911111217NAL0000194883001

S. ROTHSCHILD & CO., INC.

Name: S. ROTHSCHILD & CO., INC. — S. ROTHSCHILD & CO., INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: S. ROTHSCHILD & CO., INC.

Form 5500-SF

FILING_RECEIVED

S. ROTHSCHILD & CO., INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

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 S. ROTHSCHILD & CO., INC..

Plan sponsor

Name

S. ROTHSCHILD & CO., INC.

EIN

23-1539342

Address

1407 BROADWAY, 10TH FLOOR · NEW YORK, NY · 10018

Phone

(212) 354-8550

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

3H · Sponsor in controlled / affiliated group

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

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