· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WARHAFTIG ASSOCIATES, INC. — WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923080851NAL0014296994001
WARHAFTIG ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WARHAFTIG ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
WARHAFTIG ASSOCIATES, INC.
EIN
13-3127705
Address
594 BROADWAY, SUITE 612 · NEW YORK, NY · 10012
Phone
(212) 995-1700
Industry
Professional & Technical Services
see 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
2025-09-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
PRACTICAL INTELLIGENCE, LLC
PRACTICAL INTELLIGENCE, LLC 401(K) PLAN
$2.0M · 7 participants
LAUREN KAY SIMS
LAUREN KAY SIMS 401(K) PROFIT SHARING PLAN
$2.0M · 3 participants
SIGNATURE FRAMEWORKS, LLC DBA THE AMBIANCE GROUP
SIGNATURE FRAMEWORKS 401(K) PROFIT SHARING PLAN
$2.0M · 22 participants
MITCHELL ASSOCIATES, INC.
MITCHELL ASSOCIATES, INC. TAX DEFERRAL & SAVINGS PLAN
$2.0M · 14 participants
KATE RYAN, INC.
KATE RYAN, INC. CASH BALANCE PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 3 participants
MACK STUDIOS DISPLAYS INC
MACK STUDIOS DISPLAYS INC 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 41 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
