Original filing (PDF)20250603150020NAL0029739250001

MOSBERG SHARMA STAMBLECK GROSS LLP

Name: MOSBERG SHARMA STAMBLECK GROSS LLP — MOSBERG SHARMA STAMBLECK GROSS LLP 401(K) PLAN, Form 5500 (2024)
Creator: MOSBERG SHARMA STAMBLECK GROSS LLP

Form 5500-SF

FILING_RECEIVED

MOSBERG SHARMA STAMBLECK GROSS LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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 MOSBERG SHARMA STAMBLECK GROSS LLP.

Plan sponsor

Name

MOSBERG SHARMA STAMBLECK GROSS LLP

EIN

87-2903614

Address

1270 AVENUE OF THE AMERICAS · 17TH FLOOR · NEW YORK, NY · 10020

Phone

(212) 678-8500

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

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

RUDY EXELROD ZIEFF & LOWE, LLP

RUDY EXELROD ZIEFF & LOWE, LLP PROFIT SHARING 401(K) PLAN

$6.1M · 10 participants

LEMERY GREISLER LLC

LEMERY GREISLER LLC 401(K) RETIREMENT PLAN

$6.1M · 35 participants

RECHT & KORNFELD, P.C.

RECHT & KORNFELD, P.C. QUALIFIED RETIREMENT PLAN

$6.1M · 24 participants

LANGSAM STEVENS SILVER & HOLLAENDER LLP

LANGSAM STEVENS SILVER & HOLLAENDER LLP 401(K) PLAN

$6.1M · 27 participants

WHITE SUMMERS CAFFEE & JAMES L

WHITE SUMMERS CAFFEE & JAMES 401(K) PSP&T