· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEINBERGANNA WEALTH MANAGEMENT CORP. — STEINBERGANNA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250716090530NAL0002963041001
STEINBERGANNA WEALTH MANAGEMENT CORP.
Form 5500-SF
FILING_RECEIVED
STEINBERGANNA 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEINBERGANNA WEALTH MANAGEMENT CORP.
.
Find decision makers
Plan sponsor
Name
STEINBERGANNA WEALTH MANAGEMENT CORP.
EIN
90-1011058
Address
76 NEW YORK AVENUE, SUITE 2 · HUNTINGTON, NY · 11743
Phone
(631) 271-6160
Industry
Finance & Insurance
see 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
2025-07-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CORRIDOR INVESTORS LLC
CORRIDOR INVESTORS, LLC 401(K)
$7.4M · 33 participants
MOOV FINANCIAL, INC.
MOOV FINANCIAL 401(K) PLAN
$7.3M · 56 participants
UNION SQUARE ADVISORS, LLC
UNION SQUARE ADVISORS, LLC RETIREMENT PLAN
$7.3M · 37 participants
J. WOOD CAPITAL ADVISORS LLC
J. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN
$7.3M · 20 participants
KOVACK FINANCIAL LLC
KOVACK FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.5M · 58 participants
BLANKINSHIP & FOSTER, LLC
BLANKINSHIP & FOSTER, LLC 401(K) PLAN
$7.5M · 15 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
