· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RUTA, SOULIOS & STRATIS, LLP — RUTA, SOULIOS & STRATIS DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013114537NAL0001154785001
RUTA, SOULIOS & STRATIS, LLP
Form 5500-SF
FILING_RECEIVED
RUTA, SOULIOS & STRATIS DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
RUTA, SOULIOS & STRATIS, LLP
.
Find decision makers
Plan sponsor
Name
RUTA, SOULIOS & STRATIS, LLP
EIN
27-4401108
Address
22 WEST 21ST STREET, 4TH FLOOR · NEW YORK, NY · 10010
Phone
(212) 997-4500
Industry
Law Offices
· Professional & Technical Services
see 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
2025-10-13
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 providers
Related plans
Similar-size Law Offices plans
KUVARA LAW FIRM, A PROFESSIONAL CORPORATION
KUVARA LAW FIRM CASH BALANCE PLAN & TRUST
$1.4M · 14 participants
TERSCHAN STEINLE HODAN AND GANZ
TERCHAN STEINLE HODAN AND GANZER LIMITED 401K PLAN
$1.4M · 7 participants
THE HOLT GROUP, LLC
HOLT GROUP, LLC 401(K) PLAN
$1.4M · 7 participants
MCANDREW CONBOY & PRISCO
MCANDREW CONBOY & PRISCO PROFIT SHARING PLAN
$1.4M · 9 participants
WOLFE LAW MIAMI, PA
WOLFE LAW MIAMI, PA 401K PROFIT SHARING PLAN AND TRUST
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.
$1.4M · 5 participants
ZOHAR LAW FIRM, A PROFESSIONAL CORPORATION
ZOHAR LAW FIRM, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
$1.4M · 3 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
