SGH ASSOCIATES, INC. D/B/A SURRE, GOLDBERG & HENRY ASSOCIATES
Form 5500-SF
FILING_RECEIVED
SURRE, GOLDBERG & HENRY ASSOCIATES 401K PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
6
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
61
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SGH ASSOCIATES, INC. D/B/A SURRE, GOLDBERG & HENRY ASSOCIATES.
Plan sponsor
Name
SGH ASSOCIATES, INC. D/B/A SURRE, GOLDBERG & HENRY ASSOCIATES
EIN
20-1019593
Address
255 EXECUTIVE DRIVE - SUITE 401 · PLAINVIEW, NY · 118031707
Phone
(516) 576-3131
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
