How big is Sapers & Wallack, Incorporated's plan?

Sapers & Wallack, Incorporated's plan reported $10.0M in assets and 11 participants for 2024.

Original filing (PDF)20251013095450NAL0000460179001

Sapers & Wallack, Incorporated

Name: Sapers & Wallack, Incorporated — Sapers & Wallack, Form 5500 (2024)
Creator: Sapers & Wallack, Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sapers & Wallack 401(k) Profit Sharing Plan

401(k) retirement plan · Sapers & Wallack, Incorporated's Sapers & Wallack 401(k) Profit Sharing Plan held $10.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

People on this filing

Evan Macedo signed Sapers & Wallack, Incorporated's 2024 Form 5500 as plan administrator.

Evan Macedo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sapers & Wallack, Incorporated's EIN is 04-2319659.

EIN 04-2319659

Plan number 002

Plan year 2024

ACK ID 20251013095450NAL0000460179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sapers & Wallack, Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sapers & Wallack, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SAPERS & WALLACK, INCORPORATED

EIN

all filings

Address

313 WASHINGTON STREET SUITE 308 · NEWTON, MA · 02458

Phone

(617) 225-2600

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator