The Nassau Companies Of New York 401(k) Plan: Login, Facts & Contact Information

The Nassau Companies Of New York 401(k) Plan Facts

Plan name
THE NASSAU COMPANIES OF NEW YORK SAVINGS AND INVESTMENT PLAN
Plan type
401(k) with employer contributions
Plan sponsor
THE NASSAU FINANCIAL GROUP
Participants
1,118 (554 active employees)
Former employees with a balance
570
Plan assets
$228,691,257 at Dec 31, 2024
Average account balance
$207,901 across 1,100 accounts
Employer contributions
$3,034,441 in plan year 2024 (26% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 1, 1973
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.5 million went into the plan in contributions, $3.03 million of it from the employer (26%).
  • $23.6 million was paid out to participants.
  • Investment and other income added $30.2 million.
  • Administrative expenses were $230,310, about $209 per account.

How the The Nassau Companies Of New York 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,248$195.1 million$3.33 million$25.8 million
20201,247$228.2 million$3.36 million$20.7 million
20211,244$245.5 million$3.00 million$26.7 million
20221,181$190.5 million$2.24 million$13.8 million
20231,142$210.9 million$2.61 million$23.5 million
20241,118$228.7 million$3.03 million$23.6 million

The Nassau Companies Of New York 401(k) Contact Information

Phone
860-403-5000
Mailing address
ONE AMERICAN ROW, HARTFORD CT 06102
Plan sponsor
THE NASSAU FINANCIAL GROUP
Employer identification number (EIN)
06-1599088
Plan number
003

Questions about the The Nassau Companies Of New York 401(k)

Does The Nassau Companies Of New York contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.03 million, 26% of all contributions.

Does the The Nassau Companies Of New York 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Nassau Companies Of New York 401(k) plan?

1,118 participants at the start of plan year 2024, 554 of them active employees, and 570 former employees who still had money in the plan.

What is the average 401(k) balance at The Nassau Companies Of New York?

About $207,901 per account: $228.7 million in plan assets across 1,100 accounts with a balance at the end of plan year 2024.

Who manages the The Nassau Companies Of New York 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Nassau Companies Of New York. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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