Original filing (PDF)20240506102726NAL0040623522001

ALEXANDER SZARO

Name: ALEXANDER SZARO — SZARO CONSULTING MONEY MARKET, Form 5500 (2023)
Creator: ALEXANDER SZARO

Form 5500-SF

FILING_RECEIVED

SZARO CONSULTING MONEY MARKET

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$801K

Net assets (EOY)

$801K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALEXANDER SZARO.

Plan sponsor

Name

ALEXANDER SZARO

DBA

SZARO CONSULTING

EIN

01-0896817all filings

Address

1630 SETTINDOWN DR · ROSWELL, GA · 300756827

Phone

(770) 312-1855

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-06

Pension benefit codes

3B · Covers self-employed individuals

2C · Money purchase (other than target benefit)

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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