Original filing (PDF)20250717120417NAL0000115219001

REFFSIN FINANCIAL, INC.

Name: REFFSIN FINANCIAL, INC. — REFFSIN FINANCIAL, INC. 401(K) PLAN, Form 5500 (2024)
Creator: REFFSIN FINANCIAL, INC.

Form 5500-SF

FILING_RECEIVED

REFFSIN FINANCIAL, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

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.

Decision-maker contacts

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

Plan sponsor

Name

REFFSIN FINANCIAL, INC.

EIN

84-4283270

Address

1 BLUE HILL PLAZA LOBBY LEVEL SUITE · PEARL RIVER, NY · 10965

Phone

(845) 893-0708

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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PILLAR PLAN FINANCIAL

PILLAR PLAN FINANCIAL 401(K) PLAN

$49K · 1 participants

FIGMENT INVESTMENT MANAGEMENT, LLC

FIGMENT INVESTMENT MANAGEMENT 401(K) PLAN

$49K · 4 participants

ASCEND FINANCIAL, INC.

ASCEND FINANCIAL, INC. 401(K) PLAN

$49K · 7 participants

INNER PATH LLC

INNER PATH LLC 401K

$49K · 16 participants

WESTERN PEAK INVESTMENT ADVISORS LLC

WESTERN PEAK INVESTMENT ADVISORS LLC 401K PLAN

$50K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.