Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WARHAFTIG ASSOCIATES, INC.
EIN 13-3127705marketing and advertisingLatest filing 2025
Plans
4
Retirement
2
$6.1M assets
Welfare
2
Participants
10
594 BROADWAY, SUITE 612 - NEW YORK, NY 10012212-995-1700warhaftig.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
4 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WARHAFTIG ASSOCIATES, INC. PENSION TRUST
TraditionalDB
Assets$4.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLAN
401k
Assets$2.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002
WARHAFTIG ASSOCIATES, INC. PENSION TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WARHAFTIG ASSOCIATES, INC. PENSION TRUST | TraditionalDB | $4.1M | 2 | 2025 | |
| 001 | WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLAN | 401k | $2.0M | 3 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | WARHAFTIG ASSOCIATES, INC. PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 002 | WARHAFTIG ASSOCIATES, INC. PENSION TRUST | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans