· 2022–2024 · DOL EFAST2

Tromberg, Morris & Partners PLLC — Tromberg, Morris, Form 5500 (2024)

Original filing (PDF)20250415171357NAL0001674483001

Tromberg, Morris & Partners PLLC

Form 5500-SF

FILING_RECEIVED

Tromberg, Morris & Partners PLLC 401(k) & Profit Sharing Plan

401(k) retirement plan · Tromberg, Morris & Partners PLLC's Tromberg, Morris & Partners PLLC 401(k) & Profit Sharing Plan held $4.8M in plan assets for 61 participants in 2024.

Active participants

61

Accounts w/ balance

80

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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

58

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 TROMBERG, MORRIS & PARTNERS PLLC.

Plan sponsor

Name

TROMBERG, MORRIS & PARTNERS PLLC

EIN

85-2508107all filings

Address

600 WEST HILLSBORO BLVD, SUITE 600 · DEERFIELD BEACH, FL · 33441

Phone

(800) 280-6205

Industry

Law Offices· Professional & Technical Services

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

2025-04-15

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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