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ROBERT CLOFINE, ESQUIRE — ROBERT CLOFINE, ESQUIRE RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250528143448NAL0004452547001
ROBERT CLOFINE, ESQUIRE
Form 5500-SF
FILING_RECEIVED
ROBERT CLOFINE, ESQUIRE RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
ROBERT CLOFINE, ESQUIRE
.
Find decision makers
Plan sponsor
Name
ROBERT CLOFINE, ESQUIRE
EIN
23-3043801
Address
340 PINE GROVE COMMONS · YORK, PA · 174035151
Phone
(717) 747-5995
Industry
Law 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
2025-05-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
Trustee / custodian
—
Trustee phone
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