How big is Seneca Financial Advisors LLC's plan?

Seneca Financial Advisors LLC's plan reported $3.0M in assets and 17 participants for 2024.

Original filing (PDF)20250708143605NAL0011454018002

Seneca Financial Advisors LLC

Name: Seneca Financial Advisors LLC — Seneca Financial, Form 5500 (2024)
Creator: Seneca Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seneca Financial Advisors LLC Retirement Trust

401(k) retirement plan · Seneca Financial Advisors LLC's Seneca Financial Advisors LLC Retirement Trust held $3.0M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Seneca Financial Advisors LLC's EIN is 26-2410135.

EIN 26-2410135

Plan number 001

Plan year 2024

ACK ID 20250708143605NAL0011454018002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Seneca Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Seneca Financial Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SENECA FINANCIAL ADVISORS LLC.

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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

Vendor & structure

100

Helping the score