Original filing (PDF)20251210151210NAL0005661618001

CFA SOCIETY NEW YORK, INC.

Name: CFA SOCIETY NEW YORK, INC. — CFA SOCIETY NEW YORK 401(K) PLAN, Form 5500 (2024)
Creator: CFA SOCIETY NEW YORK, INC.

Form 5500-SF

FILING_RECEIVED

CFA SOCIETY NEW YORK 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CFA SOCIETY NEW YORK, INC..

Plan sponsor

Name

CFA SOCIETY NEW YORK, INC.

EIN

83-3591457

Address

1540 BROADWAY · SUITE 1010 · NEW YORK, NY · 10036

Phone

(212) 541-4530

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2025-12-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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