LAW OFFICES OF CASS AND PETERS, PLLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
13
Accounts w/ balance
14
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
62
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 LAW OFFICES OF CASS AND PETERS, PLLC.
Plan sponsor
Name
LAW OFFICES OF CASS AND PETERS, PLLC
EIN
86-3005636
Address
225 BROADWAY, SUITE 1505 · NEW YORK, NY · 10007
Phone
(212) 349-3420
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
