How big is Sargis Associates Inc.'s plan?

Sargis Associates Inc.'s plan reported $3.4M in assets and 60 participants for 2024.

Original filing (PDF)20250611101032NAL0015836993001

Sargis Associates Inc.

Name: Sargis Associates Inc. — Sargis Associates Inc., Form 5500 (2024)
Creator: Sargis Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sargis Associates Inc. 401(k) Plan

401(k) retirement plan · Sargis Associates Inc.'s Sargis Associates Inc. 401(k) Plan held $3.4M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Shirley Horner signed Sargis Associates Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Sargis Associates Inc.'s EIN is 06-1296115.

EIN 06-1296115

Plan number 001

Plan year 2024

ACK ID 20250611101032NAL0015836993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sargis Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off