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CFA SOCIETY NEW YORK, INC.

EIN 83-3591457-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
34
1540 BROADWAY, SUITE 1010 - NEW YORK, NY 10036212-541-4530cfany.orgLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.5M - 34 part

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Retirement#001

CFA SOCIETY NEW YORK 401(K) PLAN

401k

Assets$1.5M
Participants34
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CFA SOCIETY NEW YORK 401(K) PLAN401k$1.5M342025
Retirement plans
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