Original filing (PDF)20250408105534NAL0017967649001

DAVID YORK AGENCY LTD

Name: DAVID YORK AGENCY LTD — DAVID YORK AGENCY LTD 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DAVID YORK AGENCY LTD

Form 5500-SF

FILING_RECEIVED

DAVID YORK AGENCY LTD 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

Plan health score

Above-average plan

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID YORK AGENCY LTD.

Plan sponsor

Name

DAVID YORK AGENCY LTD

EIN

11-2691030

Address

1416 AVENUE M · BROOKLYN, NY · 112305208

Phone

(718) 376-7755

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

HIGH STREET CONSULTING LLC

HIGH STREET CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST

$253K · 16 participants

LAMINAR ENTERPRISE

LAMINAR ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST

$253K · 8 participants

SUNDANCE CUSTOM GOLF CARTS INC

SUNDANCE CUSTOM GOLF CARTS INC 401(K) PROFIT SHARING PLAN & TRUST

$253K · 9 participants

LAZA IRON WORKS, INC.

$253K · 6 participants

HEIDI SEMLER INTERIOR DESIGN, LLC

HEIDI SEMLER INTERIOR DESIGN, LLC 401(K) RETIREMENT PLAN & TRUST