Original filing (PDF)20250916092445NAL0001222195001

RUSSELL & KOLITZ, L.C.

Name: RUSSELL & KOLITZ, L.C. — RUSSELL & KOLITZ, L.C. RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: RUSSELL & KOLITZ, L.C.

Form 5500-SF

FILING_RECEIVED

RUSSELL & KOLITZ, L.C. RETIREMENT PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$705K

Net assets (EOY)

$705K

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 average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUSSELL & KOLITZ, L.C..

Plan sponsor

Name

RUSSELL & KOLITZ, L.C.

EIN

41-2171137all filings

Address

8950 SW 74TH CT STE 2221 · MIAMI, FL · 331563171

Phone

(305) 670-2284

Industry

Health Care & Social Assistancesee 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

2025-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

AGI MEDICAL PLLC

AGI MEDICAL PLLC PROFIT SHARING PLAN

$705K · 18 participants

VIAMAR HEALTH INSTITUTES OF THE

VIAMAR HEALTH INSTITUTES OF THE PALM BEACHES LLC 401K PLAN

$704K · 66 participants

JOSHUASON, LTD.

JOSHUASON, LTD. 401(K) PROFIT SHARING PLAN

$707K · 4 participants

FAIRLAWN PRIMARY CARE INC

FAIRLAWN PRIMARY CARE INC 401(K) PROFIT SHARING PLAN & TRUST

$708K · 5 participants

PSYCHOLOGICAL CONSULTATION & ASSESSMENT, INC.

PC & A, INC. 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.