· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FORD, DEAN, & ROTUNDO, P.A. — FORD, DEAN, & ROTUNDO P. A. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250421130204NAL0001947427001
FORD, DEAN, & ROTUNDO, P.A.
Form 5500-SF
FILING_RECEIVED
FORD, DEAN, & ROTUNDO P. A. 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
12
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FORD, DEAN, & ROTUNDO, P.A.
.
Find decision makers
Plan sponsor
Name
FORD, DEAN, & ROTUNDO, P.A.
EIN
59-1651169
Address
3323 NE 163RD STREET · SUITE 605 · NORTH MIAMI BEACH, FL · 33160
Phone
(305) 799-5034
Industry
Law Offices
· Professional & Technical Services
see 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
2025-04-21
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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
APPLETON REISS PLLC
APPLETON REISS PLLC 401(K) PLAN
$1.1M · 13 participants
NORMAN J. MATTAR, P.C.
NORMAN J. MATTAR RETIREMENT PLAN
$1.1M · 3 participants
THOMAS V. MIKE MILLER, JR., P.A.
THOMAS V. MIKE MILLER, JR., P.A. PROFIT SHARING PLAN
$1.1M · 24 participants
JDKATZ PC
JDKATZ PC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 2 participants
ROBERT D. GILBERT, INC.
ROBERT D. GILBERT, INC. CASH BALANCE PLAN
$1.1M · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAW OFFICE OF DEANA BALAHTSIS
LAW OFFICE OF DEANA BALAHTSIS PROFIT SHARING PLAN
$1.1M · 2 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants