· 2022–2024 · DOL EFAST2

Surico & Associates — Surico & Associates Profit, Form 5500 (2025)

Original filing (PDF)20260603115256NAL0000054497001

Surico & Associates

Form 5500-SF

FILING_RECEIVED

Surico & Associates Profit Sharing Plan

Defined-contribution retirement plan · Surico & Associates' Surico & Associates Profit Sharing Plan held $5.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SURICO & ASSOCIATES

EIN

13-3075426all filings

Address

80 BUSINESS PARK DRIVE · SUITE- 305 · ARMONK, NY · 105041705

Phone

(914) 273-6333

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-03

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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