How big is Cutler Associates, Inc.'s plan?

Cutler Associates, Inc.'s plan reported $8.2M in assets and 37 participants for 2022.

Original filing (PDF)20230609172725NAL0031525345001

Cutler Associates, Inc.

Name: Cutler Associates, Inc. — Cutler Associates 401(k), Form 5500 (2022)
Creator: Cutler Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cutler Associates 401(k) Plan

401(k) retirement plan · Cutler Associates, Inc.'s Cutler Associates 401(k) Plan held $8.2M in plan assets for 37 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

Plan identifiers

Cutler Associates, Inc.'s EIN is 04-2521134.

EIN 04-2521134

Plan number 005

Plan year 2022

ACK ID 20230609172725NAL0031525345001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Cutler Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Cutler Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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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 (95th percentile).

Plan sponsor

Name

CUTLER ASSOCIATES, INC.

EIN

all filings

Address

43 HARVARD STREET · WORCESTER, MA · 01609

Phone

(508) 767-2970

Industry

Construction

Plan administrator