· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NATIONAL COMMERCE EXCHANGE — NATIONAL COMMERCE EXCHANGE OF LONG ISLAND, INC. 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250226105528NAL0000417971001
NATIONAL COMMERCE EXCHANGE
Form 5500-SF
FILING_RECEIVED
NATIONAL COMMERCE EXCHANGE OF LONG ISLAND, INC. 401K PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
5
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NATIONAL COMMERCE EXCHANGE
.
Find decision makers
Plan sponsor
Name
NATIONAL COMMERCE EXCHANGE
EIN
11-2551094
Address
400 JERICHO TURNPIKE, SUITE 115 · JERICHO, NY · 11753
Phone
(516) 935-2280
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-02-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 All Other Professional Services plans
CROSS & SIMON, LLC
CROSS & SIMON, LLC CASH BALANCE PLAN
$1.8M · 7 participants
CASTLE NAVIGATION, INC.
CASTLE NAVIGATION, INC. 401K PROFIT SHARING PLAN TRUST
$1.8M · 6 participants
CONCRETE DESIGNS INC
CONCRETE DESIGNS RETIREMENT TRUST
$1.8M · 42 participants
FALCON ROOFING, INC.
FALCON ROOFING, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 11 participants
CONCRETE RESTORATION INC
CONCRETE RESTORATION, INC. 401(K) PROFIT SHARING PLAN AND T
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.8M · 39 participants
JTB BUSINESS GROUP, INC
JTB BUSINESS GROUP 401(K) PLAN
$1.8M · 2 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
