· 2022–2024 · DOL EFAST2

Financial Associates LLC — Financial Associates LLC, Form 5500 (2025)

Original filing (PDF)20260520144433NAL0001959617001

Financial Associates LLC

Form 5500-SF

FILING_RECEIVED

Financial Associates LLC 401(k) P/S Plan

401(k) retirement plan · Financial Associates LLC's Financial Associates LLC 401(k) P/S Plan held $2.8M in plan assets for 8 participants in 2025.

Active participants

8

Accounts w/ balance

6

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL ASSOCIATES LLC.

Plan sponsor

Name

FINANCIAL ASSOCIATES LLC

EIN

01-0660200all filings

Address

500 N BRDWAY · SUITE 251 · JERICHO, NY · 11753

Phone

(516) 719-0145

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-20

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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