How big is Rutberg Breslow LLP's plan?

Rutberg Breslow LLP's plan reported $2.2M in assets and 9 participants for 2024.

Original filing (PDF)20250930084159NAL0012984288001

Rutberg Breslow LLP

Name: Rutberg Breslow LLP — Rutberg Breslow, LLP. 401(k), Form 5500 (2024)
Creator: Rutberg Breslow LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rutberg Breslow, LLP. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Rutberg Breslow LLP's Rutberg Breslow, LLP. 401(k) Profit Sharing Plan and Trust held $2.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Rutberg Breslow LLP's EIN is 82-3731258.

EIN 82-3731258

Plan number 001

Plan year 2024

ACK ID 20250930084159NAL0012984288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rutberg Breslow LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rutberg Breslow LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUTBERG BRESLOW LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

RUTBERG BRESLOW LLP

EIN

all filings

Address

3344 RTE 9 NORTH · SUITE 100 · POUGHKEEPSIE, NY · 12601

Phone

(845) 486-0300

Industry

Law Offices· Professional & Technical Services

Plan administrator