Original filing (PDF)20251008135242NAL0009543088001

APPIAN WAY ASSET MANAGEMENT LP

Name: APPIAN WAY ASSET MANAGEMENT LP — APPIAN WAY ASSET MANAGEMENT LP PENSION PLAN, Form 5500 (2024)
Creator: APPIAN WAY ASSET MANAGEMENT LP

Form 5500-SF

FILING_RECEIVED

APPIAN WAY ASSET MANAGEMENT LP PENSION PLAN

Defined-benefit pension plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$689K

Net assets (EOY)

$689K

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 average account balance (95th 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) 324-2506

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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