Original filing (PDF)20250808140425NAL0005540928001

HENRY DONEGER ASSOCIATES, INC.

Name: HENRY DONEGER ASSOCIATES, INC. — HENRY DONEGER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: HENRY DONEGER ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

HENRY DONEGER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 1

100% in single holding

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$605K

Net assets (EOY)

$605K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY DONEGER ASSOCIATES, INC..

Plan sponsor

Name

HENRY DONEGER ASSOCIATES, INC.

EIN

13-2500234

Address

463 SEVENTH AVENUE · NEW YORK, NY · 10018

Phone

(212) 560-3760

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-08

Pension benefit codes

2E · Profit-sharing

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CITRIN COOPERMAN & COMPANY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $603K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GS Financial Square Money Market Fund -	—	—	$603K	$603K	99.6%

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