How big is Seneca Financial Partners, LLC's plan?

Seneca Financial Partners, LLC's plan reported $87K in assets and 13 participants for 2024.

Original filing (PDF)20251009171547NAL0011450832001

Seneca Financial Partners, LLC

Name: Seneca Financial Partners, LLC — Seneca Financial, Form 5500 (2024)
Creator: Seneca Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seneca Financial Partners, LLC 401(k) Plan

401(k) retirement plan · Seneca Financial Partners, LLC's Seneca Financial Partners, LLC 401(k) Plan held $87K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

Richard Tatum signed Seneca Financial Partners, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Seneca Financial Partners, LLC's EIN is 93-3317286.

EIN 93-3317286

Plan number 001

Plan year 2024

ACK ID 20251009171547NAL0011450832001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Seneca Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Seneca Financial Partners, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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