Back to filter
Original filing (PDF)20251004102353NAL0003390064001
ASSET SERVICING CORP.
Form 5500-SF
FILING_RECEIVED
ASSET SERVICING CORP. RETIREMENT PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
12
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSET SERVICING CORP..
Plan sponsor
Name
ASSET SERVICING CORP.
EIN
11-3296013
Address
100 LIDO BOULEVARD P.O. BOX 188 · PT. LOOKOUT, NY · 11569
Phone
(516) 889-4400
Industry
Real Estatesee 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
2025-10-04
Pension benefit codes
2E · Profit-sharing
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 providersRelated plans
Similar-size Real Estate plans
REDWOOD MORTGAGE CORP.
REDWOOD MORTGAGE 401(K) PROFIT SHARING PLAN
$3.0M · 15 participants
WRS, INC.
WRS, INC. 401(K) PLAN
$3.0M · 16 participants
TED GLASRUD ASSOCIATES FL, LLC
TED GLASRUD ASSOCIATES 401(K)
$3.0M · 8 participants
FEDERAL TITLE & ESCROW COMPANY
FEDERAL TITLE & ESCROW COMPANY 401(K) PLAN
$3.0M · 13 participants
GREATER LOUISVILLE ASSOCIATION OF REALTORS
GREATER LOUISVILLE ASSOCIATION OF REALTORS 401(K) PLAN - CALENDAR
$3.0M · 8 participants
MCLEOD CORPORATION
MCLEOD CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 5 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
