Back to filter
Original filing (PDF)20250424102126NAL0016104770001
ARDSLEY ADVISORY PARTNERS LLC
Form 5500-SF
FILING_RECEIVED
ARDSLEY PARTNERS PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
12
Accounts w/ balance
20
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARDSLEY ADVISORY PARTNERS LLC.
Plan sponsor
Name
ARDSLEY ADVISORY PARTNERS LLC
EIN
31-1582098
Address
105 ROWAYTON AVE · ROWAYTON, CT · 06902
Phone
(203) 564-4230
Industry
Finance & Insurancesee 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
2025-04-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Finance & Insurance plans
WILLETT ADVISORS LLC
WILLETT ADVISORS LLC 401(K) PLAN
$22.0M · 66 participants
EHLERS AND ASSOCIATES, INC.
EHLERS AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$22.1M · 90 participants
HOUSATONIC PARTNERS MANAGEMENT CO., INC.
HOUSATONIC PARTNERS MANAGEMENT CO., INC. 401(K) PROFIT SHARING PLAN
$22.2M · 16 participants
WELCH & FORBES, LLC
WELCH & FORBES, LLC 401(K) PROFIT SHARING PLAN
$21.9M · 56 participants
TRILLIUM ASSET MANAGEMENT, LLC
TRILLIUM ASSET MANAGEMENT, LLC SAVINGS AND RETIREMENT PLAN
$21.9M · 51 participants
NORTH CASTLE PARTNERS, LLC
NORTH CASTLE PARTNERS, LLC 401(K) RETIREMENT PLAN
$21.8M · 13 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B