How big is Secured Retirement Associates, LLC's plan?

Secured Retirement Associates, LLC's plan reported $1.4M in assets and 11 participants for 2024.

Original filing (PDF)20250307133234NAL0023375842001

Secured Retirement Associates, LLC

Name: Secured Retirement Associates, LLC — Secured Retirem, Form 5500 (2024)
Creator: Secured Retirement Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Secured Retirement Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Secured Retirement Associates, LLC's Secured Retirement Associates, LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Joseph Lucey signed Secured Retirement Associates, LLC's 2024 Form 5500 as plan administrator.

Joseph Lucey — 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

Secured Retirement Associates, LLC's EIN is 06-1816616.

EIN 06-1816616

Plan number 001

Plan year 2024

ACK ID 20250307133234NAL0023375842001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Secured Retirement Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Secured Retirement Associates, LLC'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 SECURED RETIREMENT ASSOCIATES, LLC.

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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

Knocking points off