How big is Gibney, Anthony & Flaherty, LLP's plan?

Gibney, Anthony & Flaherty, LLP's plan reported $56.6M in assets and 109 participants for 2024.

Original filing (PDF)20251015103457NAL0002252547001

Gibney, Anthony & Flaherty, LLP

Name: Gibney, Anthony & Flaherty, LLP — Gibney, Anthony &, Form 5500 (2024)
Creator: Gibney, Anthony & Flaherty, LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gibney, Anthony & Flaherty LLP Profit Sharing Plan

401(k) retirement plan · Gibney, Anthony & Flaherty, LLP's Gibney, Anthony & Flaherty LLP Profit Sharing Plan held $56.6M in plan assets for 109 participants in 2024.

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

109

Accounts w/ balance

182

Plan assets (EOY)

$56.6M

Net assets (EOY)

$56.6M

Plan identifiers

Gibney, Anthony & Flaherty, LLP's EIN is 13-1910984.

EIN 13-1910984

Plan number 001

Plan year 2024

ACK ID 20251015103457NAL0002252547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gibney, Anthony & Flaherty, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gibney, Anthony & Flaherty, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GIBNEY, ANTHONY & FLAHERTY, LLP.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (88th percentile).
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

GIBNEY, ANTHONY & FLAHERTY, LLP

EIN

all filings

Address

650 FIFTH AVENUE · FLOOR 9 · NEW YORK, NY · 100196108

Phone

(212) 688-5151

Industry

Law Offices· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

No Schedule C providers reported

Investments

32 direct securities· $56.5M(100% of reported assets)

Mutual Funds

$42.0M

28 holdings

Common Collective Trusts

$12.4M

2 holdings

Other securities

$2.1M

2 holdings

					% of plan
Fidelity Growth Company K Mutual Fund	Mutual Funds	—	—	$9.7M	17.1%
Fidelity Government Money Market Money Market Mutual Fund	Mutual Funds	—	—	$8.4M	14.8%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$8.2M	14.4%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$4.3M	7.5%
Fidelity Freedom 2030 K Mutual Fund	Mutual Funds	—	—	$3.9M	6.8%
Fidelity Freedom 2050 K Mutual Fund	Mutual Funds	—	—	$2.3M	4.1%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$2.1M	3.6%
Fidelity Freedom 2040 K Mutual Fund	Mutual Funds	—	—	$2.0M	3.6%
Fidelity Extended Market Index Mutual Fund	Mutual Funds	—	—	$1.8M	3.2%
Columbia Dividend Income I3 Mutual Fund	Other securities	—	—	$1.6M	2.8%
Fidelity Freedom 2045 K Mutual Fund	Mutual Funds	—	—	$1.5M	2.7%
Fidelity Intermediate Bond Mutual Fund	Mutual Funds	—	—	$1.4M	2.5%
Vanguard Balanced Index Admiral Mutual Fund	Mutual Funds	—	—	$1.3M	2.3%
Vanguard Small Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$1.2M	2.1%
Fidelity Freedom 2055 K Mutual Fund	Mutual Funds	—	—	$897K	1.6%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$881K	1.6%
Fidelity Diversified International K Mutual Fund	Mutual Funds	—	—	$796K	1.4%
Fidelity Capital & Income Mutual Fund	Mutual Funds	—	—	$660K	1.2%
Federate Hermes Short-Term Income Fund R6 Mutual Fund	Other securities	—	—	$538K	1.0%
Fidelity Leveraged Company Stock K Mutual Fund	Mutual Funds	—	—	$528K	0.9%
Fidelity Freedom 2035 K Mutual Fund	Mutual Funds	—	—	$519K	0.9%
Fidelity Freedom 2060 L Mutual Fund	Mutual Funds	—	—	$463K	0.8%
Fidelity Large Cap Stock K6 Mutual Fund	Mutual Funds	—	—	$409K	0.7%
Fidelity Fund K Mutual Fund	Mutual Funds	—	—	$396K	0.7%
Fidelity Inflation-Protected Bond Index Mutual Fund	Mutual Funds	—	—	$348K	0.6%
Fidelity Freedom Income K6 Mutual Fund	Mutual Funds	—	—	$137K	0.2%
Fidelity Freedom 2025 K Mutual Fund	Mutual Funds	—	—	$110K	0.2%
Fidelity Emerging Markets Index Mutual Fund	Mutual Funds	—	—	$82K	0.1%
Fidelity Freedom 2020 K Mutual Fund	Mutual Funds	—	—	$76K	0.1%
Fidelity Convertible Securities Mutual Fund	Mutual Funds	—	—	$38K	<0.1%
Fidelity Freedom 2060 L Mutual Fund	Mutual Funds	—	—	$37K	<0.1%
Fidelity Freedom 2010 K Mutual Fund	Mutual Funds	—	—	$2K	<0.1%