How big is Sarah SZE Studio's plan?

Sarah SZE Studio's plan reported $1.1M in assets and 7 participants for 2025.

Original filing (PDF)20260520140800NAL0002463568001

Sarah SZE Studio

Name: Sarah SZE Studio — Sarah SZE Studio, Inc. Retirement, Form 5500 (2025)
Creator: Sarah SZE Studio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarah SZE Studio, Inc. Retirement Savings Plan

401(k) retirement plan · Sarah SZE Studio's Sarah SZE Studio, Inc. Retirement Savings Plan held $1.1M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Cherie Lucier signed Sarah SZE Studio's 2025 Form 5500 as plan administrator.

Cherie Lucier — 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

Sarah SZE Studio's EIN is 13-4172712.

EIN 13-4172712

Plan number 001

Plan year 2025

ACK ID 20260520140800NAL0002463568001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sarah SZE Studio from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sarah SZE Studio'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 SARAH SZE STUDIO.

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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