Original filing (PDF)20250908134213NAL0012330003001

ANDREWS WHARTON, INC

Name: ANDREWS WHARTON, INC — ANDREWS WHARTON, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ANDREWS WHARTON, INC

Form 5500-SF

FILING_RECEIVED

ANDREWS WHARTON, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 ANDREWS WHARTON, INC.

Plan sponsor

Name

ANDREWS WHARTON, INC

EIN

36-4453598

Address

700 VETERANS HWY · SUITE 115 · HAUPPAUGE, NY · 11788

Phone

(631) 662-4149

Industry

Professional & Technical Servicessee 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

2025-09-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

INFORMATION FIRST INC

INFORMATION FIRST INC 401(K) PROFIT SHARING PLAN & TRUST

$3.9M · 20 participants

SYSTEM ANALYSIS SERVICES, INC.

SYSTEMS ANALYSIS SERVICES, INC. PROFIT SHARING PLAN

$3.9M · 11 participants

THE INFORMATION MILLENNIUM GROUP, INC DBA IMG, INC.

IMG 401(K) PROFIT SHARING PLAN

$3.9M · 64 participants

NETWORK OPTIX, INC.

NETWORK OPTIX, INC. 401(K) PROFIT SHARING PLAN

$3.9M · 73 participants

ELITE SOFTWARE DEVELOPMENT, INC.