· 2022–2024 · DOL EFAST2

Ruderman & ROTH, LLC. — Ruderman & ROTH LLC 401(k), Form 5500 (2023)

Original filing (PDF)20240918090724NAL0009137394001

Ruderman & ROTH, LLC.

Form 5500-SF

FILING_RECEIVED

Ruderman & ROTH LLC 401(k) Plan

401(k) retirement plan · Ruderman & ROTH, LLC.'s Ruderman & ROTH LLC 401(k) Plan held $235K in plan assets for 8 participants in 2023.

Active participants

8

Accounts w/ balance

6

Plan assets (EOY)

$235K

Net assets (EOY)

$235K

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

61

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUDERMAN & ROTH, LLC..

Plan sponsor

Name

RUDERMAN & ROTH, LLC.

EIN

Address

150 MORRIS AVENUE · SUITE 303 · SPRINGFIELD, NJ · 07081

Phone

(973) 258-1288

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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