Original filing (PDF)20251015130300NAL0002334307001

DANSA DARATA SOUCIA LLP

Name: DANSA DARATA SOUCIA LLP — DANSA D'ARATA SOUCIA LLP 401(K) PLAN, Form 5500 (2024)
Creator: DANSA DARATA SOUCIA LLP

Form 5500-SF

FILING_RECEIVED

DANSA D'ARATA SOUCIA LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANSA DARATA SOUCIA LLP.

Plan sponsor

Name

DANSA DARATA SOUCIA LLP

EIN

16-1382528

Address

500 PEARL SUITE 810 · BUFFALO, NY · 14202

Phone

(716) 842-3900

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

SIMPSON AND SIMPSON BUSINESS S

SIMPSON AND SIMPSON BUSINESS S 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 29 participants

DMW & ASSOCIATES, P.C

DMW & ASSOCIATES, P.C. 401(K) PLAN

$2.0M · 7 participants

SCHMITZ & BURWELL, PLLC

SCHMITZ & BURWELL PLLC 401(K) PLAN

$2.0M · 5 participants

WEISMAN & COMPANY, LLP

WEISMAN & COMPANY, LLP PROFIT SHARING PLAN

$2.0M · 5 participants

MAGONE AND COMPANY, P.C.

MAGONE AND COMPANY, P.C. 401(K) PLAN