Department of Labor filing
Spot something wrong?SENECA FINANCIAL ADVISORS LLC
SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST · For the plan year ended Dec 31, 2025
Public filing 2025 · received Jul 23, 2026Verified current terms Not available
Plan summary
The numbers that matter first
72Strong plan health
high confidence
high confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
A current plan document is needed to verify the formula.
$5,608 was reported per active participant, but this is not a match limit.
The official filing does not state the current vesting schedule.
nt is credited with the participant’s contributions and allocations of (a) the Company’s matching contribution and (b) Plan earnings (losses) and charged with an allocation of any administrative expenses paid by the Plan.
lation each year of 1% until the participant attains 6%, unless they affirmatively elect not to participate.
after three years of credited service
ributions.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 0.3% of assets
How the score works →What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202565out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions70th percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense54th percentileTypical peer $105 · based on 18,019 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, SENECA FINANCIAL ADVISORS LLC reported $100,945 in employer contributions across this plan, or $5,608 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $100,945 $5,608 per active participant
- Participant contributions
- $208,511
- Other contributions
- $270,380 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 17.4%
- Active participants
- 18 Small plan
- Total participants
- 26 26 at the beginning of the year
- Ending assets
- $3,788,415 $145,708 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $3,007,744
- Ending net assets
- $3,788,415
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $1,173,479
- Total expenses
- $392,808
- Administrative expenses
- $2,108 $81 per active participant
- Participant loans
- $10,115 0.3% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$5,608
2025
$81
2025
18
2025
$3,788,415
2025
0.3%
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $5,608 | 18 | 3.8M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 0.3%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 262410135-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Mar 1, 2010
- Industry
- Finance and insurance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2R2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
11-K · report period Dec 31, 2025Seneca Foods Corp — 11-K filed 2026-06-26 ↗
Official filing · details not yet checkedWhat it says about vesting
can be provided from the participant’s vested account. 7 Table of Contents SENECA FOODS CORPORATION EMPLOYEES' SAVINGS PLAN NOTES TO FINANCIAL STATEMENTS Vesting Participants are immediately vested in their contributions plus actual earnings (losses) thereon. Vesting in the Company’s contribution portion of their accounts is based on years of service. A participant is 100% vested after three years of credited service. If a participant dies or is disabled prior to attaining normal retirement age, the participant becomes 100% vested. Notes Receivable from Participants Participants may borrow from their fund accounts a minimum of $ 1,000 up to a maximum equal to the lesser of $ 50,000 or 50 % of their vested account balance. The borrowings are secured by the balance in the participant’s acco
What it says about automatic enrollment
ributions. Participants may also contribute amounts representing distributions from other qualified defined benefit or defined contribution plans (rollovers). The Plan includes an auto-enrollment provision whereby all newly eligible employees are automatically enrolled in the Plan, unless they affirmatively elect not to participate, with a default deferral rate set at 4 % of eligible compensation. There is also an auto escalation each year of 1% until the participant attains 6%, unless they affirmatively elect not to participate. Participants direct the investment of their contributions into various investment options offered by the Plan. If a participant does not elect how to invest their contributions, the contributions will automatically be invested in the investment fund designated by
What it says about fees
nt is credited with the participant’s contributions and allocations of (a) the Company’s matching contribution and (b) Plan earnings (losses) and charged with an allocation of any administrative expenses paid by the Plan. Allocations are based on participant earnings or account balances, as defined. The benefit to which a participant is entitled is the benefit that can be provided from the participant’s vested account. 7 Table of Contents SENECA FOODS CORPORATION EMPLOYEES' SAVINGS PLAN NOTES TO FINANCIAL STATEMENTS Vesting Participants are immediately vested in their contributions plus actual earnings (losses) thereon. Vesting in the Company’s contribution portion of their accounts is based on years of service. A participant is 100% vested after three years of credited service. If a parti
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260723143629NAL0014120177001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗