Original filing (PDF)20251008105749NAL0002939971001

HENRY R. ABEL & CO., LLC

Name: HENRY R. ABEL & CO., LLC — HENRY R. ABEL & CO., LLC 401(K) PLAN, Form 5500 (2024)
Creator: HENRY R. ABEL & CO., LLC

Form 5500-SF

FILING_RECEIVED

HENRY R. ABEL & CO., LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$478K

Net assets (EOY)

$478K

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY R. ABEL & CO., LLC.

Plan sponsor

Name

HENRY R. ABEL & CO., LLC

EIN

06-1636104

Address

425 EAST 58TH STREET APT 40E · NEW YORK, NY · 100224362

Phone

(347) 891-3579

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

CHRISTIAN & COMPANY MARINE SURVEYORS, INC.

CHRISTIAN & COMPANY MARINE SURVEYORS, INC. 401(K) PLAN

$475K · 4 participants

CHARLOTTE COUNTY MARINE SERVICE, INC.

CHARLOTTE COUNTY MARINE SERVICE, INC. 401(K) PLAN & TRUST

$470K · 6 participants

DELTA MARINE ENVIRONMENTAL

DELTA MARINE ENVIRONMENTAL 401(K) PLAN

$466K · 72 participants

HARRY'S MARINE SERVICE, LLC

HARRY'S MARINE SERVICE, LLC 401(K) PLAN

$464K · 9 participants

OCEAN CHARTING SERVICES, INC.