Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EBNY FINANCIAL LLC
EIN 51-0476851financial servicesLatest filing 2025
Plans
2
Retirement
2
$758K assets
Welfare
0
Participants
5
45 N BROAD STREET, SUITE 502 - RIDGEWOOD, NJ 07450212-269-2625ebnyfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $758K 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
EBNY FINANCIAL LLC CASH BALANCE PLAN
CashBalance
Assets$459K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EBNY FINANCIAL LLC PROFIT SHARING PLAN
ProfitSharing
Assets$299K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EBNY FINANCIAL LLC CASH BALANCE PLAN | CashBalance | $459K | 2 | 2025 | |
| 001 | EBNY FINANCIAL LLC PROFIT SHARING PLAN | ProfitSharing | $299K | 3 | 2025 |
Retirement plans