Original filing (PDF)20251006085740NAL0006080624001

RAPHAELSON & LEVINE LAW FIRM

Name: RAPHAELSON & LEVINE LAW FIRM — RAPHAELSON & LEVINE LAW FIRM 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RAPHAELSON & LEVINE LAW FIRM

Form 5500-SF

FILING_RECEIVED

RAPHAELSON & LEVINE LAW FIRM 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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 RAPHAELSON & LEVINE LAW FIRM.

Plan sponsor

Name

RAPHAELSON & LEVINE LAW FIRM

EIN

81-0589496

Address

14 PENN PLAZA · NEW YORK, NY · 10122

Phone

(212) 268-3222

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

2025-10-06

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

POLSKY SHOULDICE & ROSEN PC

POLSKY SHOULDICE & ROSEN P.C. 401(K)/PROFIT SHARING PLAN

$8.2M · 29 participants

KEMPPEL HUFFMAN & ELLIS, APC

KEMPPEL HUFFMAN & ELLIS, APC 401(K) PROFIT SHARING PLAN

$8.2M · 10 participants

BELTZER BANGERT & GUNNELL LLP

BBG RETIREMENT PLAN

$8.2M · 47 participants

VALLE MAKOFF LLP

VALLE MAKOFF LLP 401(K) PROFIT SHARING PLAN

$8.2M · 20 participants

RANDY SCHAFFER, P.C.

RANDY SCHAFFER, P.C. SAFE HARBOR 401(K) PLAN