Back to filter
Original filing (PDF)20250628115137NAL0005859555001
I. M. SOLOMON, PC
Form 5500-SF
FILING_RECEIVED
I. M. SOLOMON, PC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I. M. SOLOMON, PC.
Plan sponsor
Name
I. M. SOLOMON, PC
EIN
23-2189259
Address
5306 PARKVIEW DR · HAVERFORD, PA · 19041
Phone
(610) 278-0877
Industry
Health Care & Social Assistancesee 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
2025-06-28
Pension benefit codes
1A · Pay-related DB formula
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 providersRelated plans
Similar-size Health Care & Social Assistance plans
ARNOLD D. PURISCH, PH.D., INC.
ARNOLD D. PURISCH, PH.D., INC. 401(K) PLAN II
$3.6M · 4 participants
EVOLVE GROWTH INITIATIVES, LLC, DBA EVOLVE TREATMENT CENTERS
EVOLVE TREATMENT CENTERS 401(K) PLAN
$3.6M · 264 participants
CENTER FOR EVALUATION & COUNSELING
CENTER FOR EVALUATION & COUNSELING 403(B) PLAN
$3.5M · 34 participants
COMMUNITY COUNSELING CENTERS OF CHICAGO
COMMUNITY COUNSELING CENTERS OF CHICAGO 403B PLAN
$3.6M · 221 participants
HOWARD M ROMBOM PHD PSYCHOLOGIST
HOWARD M ROMBOM PHD PSYCHOLOGIST 401K PROFIT SHARING PLAN
$3.5M · 76 participants
WESTWOOD INSTITUTE FOR ANXIETY DISORDERS INC
EDA GORBIS DEFINED BENEFIT PLAN AND TRUST
$3.6M · 3 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B