How big is Eric S. Studley & Associates, Inc.'s plan?

Eric S. Studley & Associates, Inc.'s plan reported $2.1M in assets and 2 participants for 2025.

Original filing (PDF)20260220083703NAL0009914321001

Eric S. Studley & Associates, Inc.

Name: Eric S. Studley & Associates, Inc. — Eric S. Studley, Form 5500 (2025)
Creator: Eric S. Studley & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eric S. Studley & Associates, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Eric S. Studley & Associates, Inc.'s Eric S. Studley & Associates, Inc. Profit Sharing Plan held $2.1M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Eric S. Studley & Associates, Inc.'s EIN is 20-3959063.

EIN 20-3959063

Plan number 001

Plan year 2025

ACK ID 20260220083703NAL0009914321001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Eric S. Studley & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Eric S. Studley & Associates, Inc.'s plan includes profit-sharing.

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 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 (98th percentile).

Plan sponsor

Name

ERIC S. STUDLEY & ASSOCIATES, INC.

EIN

all filings

Address

234 W. JERICHO TPKE #2 · HUNTINGTON STATION, NY · 11746

Phone

(631) 673-9496

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator