· 2022–2024 · DOL EFAST2

NEW YORK FINANCIAL PARTNERS INC. — NEW YORK FINANCIAL PARTNERS INC. RETIREMENT PLAN, Form 5500 (2024)

Original filing (PDF)20251015081310NAL0004039649001

NEW YORK FINANCIAL PARTNERS INC.

Form 5500-SF

FILING_RECEIVED

NEW YORK FINANCIAL PARTNERS INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

2

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

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

51

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW YORK FINANCIAL PARTNERS INC..

Plan sponsor

Name

NEW YORK FINANCIAL PARTNERS INC.

EIN

77-0606639all filings

Address

380 N BROADWAY - SUITE 206 · JERICO, NY · 11753

Phone

(516) 719-6394

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

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

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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