· 2022–2024 · DOL EFAST2

709 BROADWAY ASSOCIATES, INC. — 709 BROADWAY ASSOCIATES, INC. INCENTIVE SAVINGS PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250313110703NAL0034669264001

709 BROADWAY ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

709 BROADWAY ASSOCIATES, INC. INCENTIVE SAVINGS PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

1

Plan assets (EOY)

$969K

Net assets (EOY)

$969K

Plan health score

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

70

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 709 BROADWAY ASSOCIATES, INC..

Plan sponsor

Name

709 BROADWAY ASSOCIATES, INC.

EIN

11-3366029

Address

382 BOSCOMBE AVE · STATEN ISLAND, NY · 10309

Phone

(718) 486-9699

Industry

Retail Tradesee 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

2025-03-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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

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