The Nassau Financial Group 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Nassau Financial Group (EIN 061599088)
  • Plan Type: 401(k)
  • Total Participants: 554
  • Total Assets: $228.7M
  • Sponsor State: CT

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024554$228.7M$3.0M$5.7M
2023506$210.9M$2.6M$5.2M
2022468$190.5M$2.2M$4.8M

Service Providers

  • COHNREZNICK LLP — Accountant / Independent Qualified Public Accountant ($43,050)

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