Original filing (PDF)20250507161716NAL0007153907001

ALTER WOLFF FOLEY & STUTMAN LLP

Name: ALTER WOLFF FOLEY & STUTMAN LLP — ALTER WOLFF FOLEY & STUTMAN LLP 401(K) PLAN, Form 5500 (2024)
Creator: ALTER WOLFF FOLEY & STUTMAN LLP

Form 5500-SF

FILING_RECEIVED

ALTER WOLFF FOLEY & STUTMAN LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 ALTER WOLFF FOLEY & STUTMAN LLP.

Plan sponsor

Name

ALTER WOLFF FOLEY & STUTMAN LLP

EIN

81-2261241

Address

810 SEVENTH AVENUE · SUITE 3600 · NEW YORK, NY · 10019

Phone

(212) 218-5390

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

2025-05-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LOWE STEIN, LLC

LOWE STEIN 401(K) PLAN

$3.8M · 8 participants

UPCHURCH, BAILEY AND UPCHURCH, P.A.

UPCHURCH, BAILEY AND UPCHURCH, P.A. PROFIT SHARING PLAN

$3.8M · 12 participants

WINEGARDEN, HALEY ET AL

WINEGARDEN, HALEY ET AL 401(K) PLAN

$3.8M · 10 participants

LILES WHITE PLLC

LILES WHITE PLLC CASH BALANCE PLAN

$3.8M · 23 participants

SCHOTT MAUSS & ASSOCIATES P.C.

SCHOTT MAUSS & ASSOCIATES PLLC 401(K) PLAN

$3.8M · 13 participants