Original filing (PDF)20260214105630NAL0002479539001

OFFIT AND ROTH, P.A.

Name: OFFIT AND ROTH, P.A. — OFFIT AND ROTH, P.A. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: OFFIT AND ROTH, P.A.

Form 5500-SF

FILING_RECEIVED

OFFIT AND ROTH, P.A. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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 OFFIT AND ROTH, P.A..

Plan sponsor

Name

OFFIT AND ROTH, P.A.

EIN

52-1365930

Address

2330 WEST JOPPA ROAD · FOXLEIGH BUILDING, SUITE 395 · LUTHERVILLE, MD · 21093

Phone

(410) 356-6600

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

A. UZZO & COMPANY, C.P.A.S, P.C.

A. UZZO & COMPANY, C.P.A.'S, P.C. 401(K) PLAN

$5.9M · 19 participants

LUCERNONI, SCHULZ & CO., LLP

LUCERNONI, SCHULZ & CO., LLP RETIREMENT PLAN

$6.0M · 2 participants

ANASTASI, MOORE & MARTIN, P.L.L.C.

ANASTASI, MOORE & MARTIN, PLLC 401(K) PLAN

$6.0M · 55 participants

GOEHNER ACCOUNTANCY CORPORATION

GOEHNER ACCOUNTANCY 401(K) PLAN

$6.0M · 18 participants

LMHS, P.C.

LEONE, MORRISSEY, HENRIKSEN & SYNAN, P.C. 401(K) PLAN