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Form 5500 · Retirement plan · NEW YORK, NY

LADAS & PARRY

The filing calls this plan LADAS & PARRY LLP 401(K) SAVINGS PLAN.

LADAS & PARRY of NEW YORK, NY's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-0945670 · plan 002 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
173
Contracts on file
1
Contract value
$5,761,560
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER ANNUITY INSURANCE COMPANY.

The contracts held $5,761,560 at the end of the plan year, as reported on Schedule A.

$31,862 in agent commissions is disclosed across the contracts; MORGAN STANLEY & CO INC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC136December$5,761,560$31,862

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

What the plan holds

Plan assets at year end
$33,214,931
Paid out in benefits
$3,328,173
Participants at the start of the year
173
Participants with account balances
145

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 22-2428965
CITRON COOPERMAN & COMPANY, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

More employer plans in New York — largest plans, brokers, carriers and renewal months.