Original filing (PDF)20251014215440NAL0003782609001

APPIAN WAY ASSET MANAGEMENT LP

Name: APPIAN WAY ASSET MANAGEMENT LP — APPIAN WAY ASSET MANAGEMENT LP 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: APPIAN WAY ASSET MANAGEMENT LP

Form 5500-SF

FILING_RECEIVED

APPIAN WAY ASSET MANAGEMENT LP 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$409K

Net assets (EOY)

$409K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPIAN WAY ASSET MANAGEMENT LP.

Plan sponsor

Name

APPIAN WAY ASSET MANAGEMENT LP

EIN

84-2833996

Address

3 COLUMBUS CIRCLE · NEW YORK, NY · 10019

Phone

(212) 931-1173

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