Original filing (PDF)20250903064107NAL0014907361001

SPERRY, BAUER & ASSOCIATES, LLP

Name: SPERRY, BAUER & ASSOCIATES, LLP — SPERRY, BAUER & ASSOCIATES, LLP 401(K) PLAN, Form 5500 (2024)
Creator: SPERRY, BAUER & ASSOCIATES, LLP

Form 5500-SF

FILING_RECEIVED

SPERRY, BAUER & ASSOCIATES, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 SPERRY, BAUER & ASSOCIATES, LLP.

Plan sponsor

Name

SPERRY, BAUER & ASSOCIATES, LLP

EIN

20-5938941

Address

23461 SOUTH POINTE, STE. 350 · LAGUNA HILLS, CA · 92653

Phone

(949) 297-4800

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

2025-09-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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