How big is Warshafsky, Rotter, Tarnoff & Bloch, SC's plan?

Warshafsky, Rotter, Tarnoff & Bloch, SC's plan reported $8.7M in assets and 18 participants for 2025.

Original filing (PDF)20260318154214NAL0003274593001

Warshafsky, Rotter, Tarnoff & Bloch, SC

Name: Warshafsky, Rotter, Tarnoff & Bloch, SC — Form 5500 Plan 001 (2025)
Creator: Warshafsky, Rotter, Tarnoff & Bloch, SC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Warshafsky, Rotter, Tarnoff & Bloch, SC 401(k) Profit Sharing Plan

401(k) retirement plan · Warshafsky, Rotter, Tarnoff & Bloch, SC's Warshafsky, Rotter, Tarnoff & Bloch, SC 401(k) Profit Sharing Plan held $8.7M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan identifiers

Warshafsky, Rotter, Tarnoff & Bloch, SC's EIN is 39-1166297.

EIN 39-1166297

Plan number 001

Plan year 2025

ACK ID 20260318154214NAL0003274593001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Warshafsky, Rotter, Tarnoff & Bloch, SC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Warshafsky, Rotter, Tarnoff & Bloch, SC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARSHAFSKY, ROTTER, TARNOFF & BLOCH, SC.

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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