How big is Nassau County AHRC Foundation, Inc.'s plan?

Nassau County AHRC Foundation, Inc.'s plan reported $78.2M in assets and 1,729 participants for 2024.

Original filing (PDF)20251015152328NAL0002545315001

Nassau County AHRC Foundation, Inc.

Name: Nassau County AHRC Foundation, Inc. — Associated, Form 5500 (2024)
Creator: Nassau County AHRC Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Associated Employers for the HELP of the Developmentally Disabled 403(b) Plan

401(k) retirement plan · Nassau County AHRC Foundation, Inc.'s Associated Employers for the HELP of the Developmentally Disabled 403(b) Plan held $78.2M in plan assets for 1,729 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsNon-clean audit opinion

Active participants

1,729

Accounts w/ balance

2,077

Plan assets (EOY)

$78.2M

Net assets (EOY)

$78.2M

People on this filing

Jason Persan signed Nassau County AHRC Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Jason Persan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nassau County AHRC Foundation, Inc.'s EIN is 11-1720254.

EIN 11-1720254

Plan number 002

Plan year 2024

ACK ID 20251015152328NAL0002545315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nassau County AHRC Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nassau County AHRC Foundation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NASSAU COUNTY AHRC FOUNDATION, INC..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 184K (3% of contributions).
Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

NASSAU COUNTY AHRC FOUNDATION, INC.

EIN

all filings

Address

189 WHEATLEY RD · BROOKVILLE, NY · 11545

Phone

(516) 293-1111

Industry

Other Services (ex. Public Admin)

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

2025-10-15

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

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	—	NONE	$82K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	NONE	$49K	—

Investments

1 pooled fund· $879K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.