Original filing (PDF)20250911093204NAL0000875986001

BLUM AND MCCANN, PLLC

Name: BLUM AND MCCANN, PLLC — BLUM AND MCCANN RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: BLUM AND MCCANN, PLLC

Form 5500-SF

FILING_RECEIVED

BLUM AND MCCANN RETIREMENT SAVINGS PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUM AND MCCANN, PLLC.

Plan sponsor

Name

BLUM AND MCCANN, PLLC

EIN

93-2135558

Address

260 MADISON AVENUE · NEW YORK, NY · 10016

Phone

(212) 687-3272

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-05-31

Filed

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ACQUEST TITLE SERVICES, LLC

ACQUEST TITLE SERVICES 401K PLAN

APEX SETTLEMENT SERVICES, LLC DBA RGS TITLE

APEX SETTLEMENT SERVICES, LLC 401(K) PLAN

LAND AND MORTGAGE TITLE AGENCY

LAND AND MORTGAGE TITLE AGENCY SOCA BENEFIT PLAN

ALEXSAM, INC.

ALEXSAM, INC. CASH BALANCE PLAN

VANDEVENTER BLACK, LLP

VANDEVENTER BLACK LLP 401(K) PROFIT SHARING PLAN