How big is Petrillo Klein & Boxer LLP's plan?

Petrillo Klein & Boxer LLP's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250730125127NAL0004092113001

Petrillo Klein & Boxer LLP

Name: Petrillo Klein & Boxer LLP — Petrillo Klein & Boxer, Form 5500 (2024)
Creator: Petrillo Klein & Boxer LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petrillo Klein & Boxer LLP Associates 401(k) Plan

401(k) retirement plan · Petrillo Klein & Boxer LLP's Petrillo Klein & Boxer LLP Associates 401(k) Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Petrillo Klein & Boxer LLP's EIN is 27-1664542.

EIN 27-1664542

Plan number 003

Plan year 2024

ACK ID 20250730125127NAL0004092113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Petrillo Klein & Boxer LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Petrillo Klein & Boxer LLP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETRILLO KLEIN & BOXER LLP.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PETRILLO KLEIN & BOXER LLP

EIN

all filings

Address

655 THIRD AVENUE · 22ND FLOOR · NEW YORK, NY · 10017

Phone

(212) 370-0330

Industry

Law Offices· Professional & Technical Services

Plan administrator