Original filing (PDF)20250703120030NAL0001261474001

BLUMBERG & WOLK, LLC

Name: BLUMBERG & WOLK, LLC — BLUMBERG & WOLK, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BLUMBERG & WOLK, LLC

Form 5500-SF

FILING_RECEIVED

BLUMBERG & WOLK, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 BLUMBERG & WOLK, LLC.

Plan sponsor

Name

BLUMBERG & WOLK, LLC

EIN

46-4377403

Address

158 DELAWARE ST · WOODBURY, NJ · 08096

Phone

(856) 848-7472

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

2025-07-03

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 Law Offices plans

GALFAND BERGER, LLP

GALFAND BERGER, LLP 401(K) PLAN

$1.0M · 14 participants

DILLES LAW GROUP, PC

DILLES LAW GROUP, PC 401(K) PLAN

$1.0M · 11 participants

S HENSLEE SMITH

S HENSLEE SMITH 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 13 participants

ELIOT REINER A PROFESSIONAL LAW CORPORATION

ELIOT REINER A PROFESSIONAL LAW CORPORATION 401K PROFIT SHARING PLAN

$1.0M · 1 participants

MICHAEL K. LANNING, A.P.L.C.

MICHAEL K LANNING A.P.L.C. RETIREMENT PLAN & TRUST