Original filing (PDF)20250318135506NAL0002470163001

RABINOWITZ, LUBETKIN & TULLY, LLC

Name: RABINOWITZ, LUBETKIN & TULLY, LLC — RABINOWITZ, LUBETKIN & TULLY 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: RABINOWITZ, LUBETKIN & TULLY, LLC

Form 5500-SF

FILING_RECEIVED

RABINOWITZ, LUBETKIN & TULLY 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RABINOWITZ, LUBETKIN & TULLY, LLC.

Plan sponsor

Name

RABINOWITZ, LUBETKIN & TULLY, LLC

EIN

42-1715066

Address

293 EISENHOWER PARKWAY - SUITE 100 · LIVINGSTON, NJ · 07039

Phone

(973) 597-9100

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

GESS MATTINGLY & ATCHISON PSC

GESS MATTINGLY & ATCHISON 401(K) PROFIT SHARING PLAN

$6.5M · 20 participants

JOHN S. WALLACH ATTY PC

JOHN S. WALLACH ATTY PC 401(K) PROFIT SHARING PLAN

$6.5M · 3 participants

ULRICH, SASSANO, DEIGHTON, DELANEY & HIGGINS CO., LPA

ULRICH, SASSANO, DEIGHTON, DELANEY & HIGGINS CO., LPA 401(K) SAVINGS PLAN

$6.5M · 42 participants

KENNEDY & SOUZA APC

KENNEDY AND SOUZA APC 401(K) PS AND TRUST

$6.5M · 44 participants

GRIFFITH, DELANEY, HILLMAN & CO.