· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MODICA & ASSOCIATES, ATTORNEYS, PLLC — MODICA & ASSOCIATES, ATTORNEYS, PLLC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250429102527NAL0000401089001
MODICA & ASSOCIATES, ATTORNEYS, PLLC
Form 5500-SF
FILING_RECEIVED
MODICA & ASSOCIATES, ATTORNEYS, PLLC 401K PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
MODICA & ASSOCIATES, ATTORNEYS, PLLC
.
Find decision makers
Plan sponsor
Name
MODICA & ASSOCIATES, ATTORNEYS, PLLC
EIN
26-3503543
Address
2430 RIDGEWAY AVENUE · ROCHESTER, NY · 14626
Phone
(585) 368-1111
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
2025-04-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 Law Offices plans
LAW OFFICE OF IVAN M. WALDMAN
LAW OFFICES OF IVAN WALDMAN 401K PLAN
$1.1M · 6 participants
BUTERA & JONES, LLP
BUTERA & JONES, LLP 401(K) PLAN
$1.1M · 3 participants
LAW OFFICES OF ANDREW D. STERN,
LAW OFFICES OF ANDREW D. STERN 401(K) PROFIT SHARING PLAN & TRU
$1.1M · 5 participants
ELLIOTT & STANEK, P.C.
ELLIOTT & STANEK, P.C. 401(K) PLAN
$1.1M · 3 participants
COFSKY & ZEIDMAN, L.L.C.
COFSKY & ZEIDMAN, L.L.C. 401(K) PROFIT SHARING 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.
$1.1M · 2 participants
LIFEBACK LAW FIRM, P.A.
LIFEBACK LAW FIRM, P.A. 401(K) PLAN
$1.1M · 35 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
