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WARHAFTIG ASSOCIATES, INC. — WARHAFTIG ASSOCIATES, INC. PENSION TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250628154850NAL0025307090001
WARHAFTIG ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
WARHAFTIG ASSOCIATES, INC. PENSION TRUST
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
86
/ 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
75
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
002
Plan year
2024
Plan year begin
2024-01-28
Tax period
2025-01-27
Filed
2025-06-28
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
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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Knocking points off
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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