How big is Sarah SZE Studio, Inc.'s plan?

Sarah SZE Studio, Inc.'s plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250613111217NAL0017524097001

Sarah SZE Studio, Inc.

Name: Sarah SZE Studio, Inc. — Sarah SZE Studio, Inc. Cash, Form 5500 (2024)
Creator: Sarah SZE Studio, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarah SZE Studio, Inc. Cash Balance Plan

Defined-benefit pension plan · Sarah SZE Studio, Inc.'s Sarah SZE Studio, Inc. Cash Balance Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Sarah SZE Studio, Inc.'s EIN is 13-4172712.

EIN 13-4172712

Plan number 002

Plan year 2024

ACK ID 20250613111217NAL0017524097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sarah SZE Studio, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sarah SZE Studio, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score