Original filing (PDF)20231113125545NAL0007238242001

ROBERTS & HAFITZ PLLC

Name: ROBERTS & HAFITZ PLLC — ROBERTS & HAFITZ PLLC RETIREMENT PLAN, Form 5500 (2022)
Creator: ROBERTS & HAFITZ PLLC

Form 5500-SF

FILING_RECEIVED

ROBERTS & HAFITZ PLLC RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTS & HAFITZ PLLC.

Plan sponsor

Name

ROBERTS & HAFITZ PLLC

EIN

27-1614287

Address

10 SHORE RD. · APT. 106 · GLENWOOD LANDING, NY · 11546

Phone

(212) 871-9002

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-30

Filed

2023-11-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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 providers

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