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  1. Companies/
  2. Warhaftig Associates, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Warhaftig Associates, Inc.

EIN 13-3127705-marketing and advertising-Latest filing 2025
Plans
4
Retirement
2
$10.7M assets
Health & Benefits
2
Participants
10
594 BROADWAY, SUITE 612 - NEW YORK, NY 10012212-995-1700warhaftig.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
4 filings
#001401(k)-$6.5M - 3 part#002Traditional DB-$4.1M - 2 part#001Self-funded-0 lives#002Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $10.7M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$6.5M
  • INC. PENSION TRUST (#002)$4.1M
Total $10.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • INC. PENSION TRUST (#002)2
Total 5Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLAN

401(k)

Assets$6.5M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

WARHAFTIG ASSOCIATES, INC. PENSION TRUST

Traditional DB

Assets$4.1M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001

WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#002

WARHAFTIG ASSOCIATES, INC. PENSION TRUST

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLAN401(k)$6.5M32025
#002WARHAFTIG ASSOCIATES, INC. PENSION TRUSTTraditional DB$4.1M22025
  • WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLAN$6.5M
    #001 · 401(k) · 20253
  • WARHAFTIG ASSOCIATES, INC. PENSION TRUST$4.1M
    #002 · Traditional DB · 20252

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#001WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLANSelf-funded-$002025
#002WARHAFTIG ASSOCIATES, INC. PENSION TRUSTSelf-funded-$002025
  • WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLAN$0
    #001 · Self-funded · 20250
  • WARHAFTIG ASSOCIATES, INC. PENSION TRUST$0
    #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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