Original filing (PDF)20251105090957NAL0010593441001

S&G, LLP

Name: S&G, LLP — S&G, LLP 401(k) Plan, Form 5500 (2024)
Creator: S&G, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S&G, LLP 401(k) Plan

401(k) retirement plan · S&G, LLP's S&G, LLP 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

S&G, LLP's EIN is 04-2701070.

EIN 04-2701070

Plan number 001

Plan year 2024

ACK ID 20251105090957NAL0010593441001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

S&G, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

S&G, LLP

EIN

all filings

Address

100 FRONT STREET, 16TH FLOOR · WORCESTER, MA · 01608

Phone

(508) 757-3311

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-28

Filed

2025-11-05

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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