How big is Sperry, Bauer & Associates, LLP's plan?

Sperry, Bauer & Associates, LLP's plan reported $2.2M in assets and 6 participants for 2024.

Original filing (PDF)20250903064107NAL0014907361001

Sperry, Bauer & Associates, LLP

Name: Sperry, Bauer & Associates, LLP — Sperry, Bauer &, Form 5500 (2024)
Creator: Sperry, Bauer & Associates, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sperry, Bauer & Associates, LLP 401(k) Plan

401(k) retirement plan · Sperry, Bauer & Associates, LLP's Sperry, Bauer & Associates, LLP 401(k) Plan held $2.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Sperry, Bauer & Associates, LLP's EIN is 20-5938941.

EIN 20-5938941

Plan number 001

Plan year 2024

ACK ID 20250903064107NAL0014907361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sperry, Bauer & Associates, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sperry, Bauer & Associates, LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPERRY, BAUER & ASSOCIATES, LLP.

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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