Original filing (PDF)20250407200838NAL0009591507001

ROSH MATERNAL-FETAL MEDICINE P

Name: ROSH MATERNAL-FETAL MEDICINE P — ROSH MATERNAL-FETAL MEDICINE P 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ROSH MATERNAL-FETAL MEDICINE P

Form 5500-SF

FILING_RECEIVED

ROSH MATERNAL-FETAL MEDICINE P 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$838K

Net assets (EOY)

$838K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 ROSH MATERNAL-FETAL MEDICINE P.

Plan sponsor

Name

ROSH MATERNAL-FETAL MEDICINE P

EIN

47-0958220

Address

770 MIDDLE NECK RD · GREAT NECK, NY · 110241956

Phone

(516) 987-9636

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

KEVIN I. PERMAN, M.D., P.C.

KEVIN I. PERMAN, M.D., P.C. CASH BALANCE PLAN

$839K · 4 participants

DENISE ROBIN LYONS

DENISE ROBIN LYONS 401(K) PROFIT SHARING PLAN & TRUST

$839K · 7 participants

PRIVI SOFTWARE CORP.

PRIVI SOFTWARE CORP. RETIREMENT TRUST

$839K · 1 participants

SEIFERT MURPHY, L.L.C.

SEIFERT MURPHY, L.L.C. 401(K) PLAN

$838K · 9 participants

STUPID SMART APPS, LLC

STUPID SMART APPS, LLC DEFINED BENEFIT PLAN