How big is Small Enterprise Assistance Funds' plan?

Small Enterprise Assistance Funds' plan reported $12.5M in assets and 11 participants for 2024.

Original filing (PDF)20251006103233NAL0008645042001

Small Enterprise Assistance Funds

Name: Small Enterprise Assistance Funds — Small Enterprise, Form 5500 (2024)
Creator: Small Enterprise Assistance Funds
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Small Enterprise Assistance Funds Defined Contribution Plan

Defined-contribution retirement plan · Small Enterprise Assistance Funds' Small Enterprise Assistance Funds Defined Contribution Plan held $12.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

Plan identifiers

Small Enterprise Assistance Funds' EIN is 13-3535334.

EIN 13-3535334

Plan number 001

Plan year 2024

ACK ID 20251006103233NAL0008645042001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Small Enterprise Assistance Funds from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Small Enterprise Assistance Funds' plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMALL ENTERPRISE ASSISTANCE FUNDS.

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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 (99th percentile).

Plan sponsor

Name

SMALL ENTERPRISE ASSISTANCE FUNDS

EIN

all filings

Address

1500 K STREET, NW · SUITE 375 · WASHINGTON, DC · 20005

Phone

(202) 737-8463

Industry

Finance & Insurance

Plan administrator