Original filing (PDF)20250401090054NAL0013662434001

KOZEK PLLC

Name: KOZEK PLLC — KOZEK PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KOZEK PLLC

Form 5500-SF

FILING_RECEIVED

KOZEK PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 KOZEK PLLC.

Plan sponsor

Name

KOZEK PLLC

EIN

88-2693485

Address

445 HAMILTON AVENUE · SUITE 604 · WHITE PLAINS, NY · 10601

Phone

(914) 683-3500

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

2025-04-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Law Offices plans

GOETZ, GEDDES & GARDNER, P,C.

GOETZ, GEDDES & GARDNER, P.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN

$5.5M · 13 participants

CROCKETT & CROCKETT, A PROFESSIONAL CORPORATION

CROCKETT & CROCKETT, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

$5.5M · 5 participants

BELL, MCANDREWS, & HILTACHK, LLP

BELL, MCANDREWS, & HILTACHK, LLP PROFIT SHARING PLAN

$5.5M · 10 participants

FARRELL & FARRELL PLLC

FARRELL & FARRELL PLLC 401(K) PROFIT SHARING PLAN

$5.5M · 19 participants