How big is SD Associates, P.C. CPA'S' plan?

SD Associates, P.C. CPA'S' plan reported $11.1M in assets and 26 participants for 2024.

Original filing (PDF)20250929091413NAL0010696625001

SD Associates, P.C. CPA'S

Name: SD Associates, P.C. CPA'S — SD Associates, P.C., Form 5500 (2024)
Creator: SD Associates, P.C. CPA'S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SD Associates, P.C. CPA'S 401(k) Plan

401(k) retirement plan · SD Associates, P.C. CPA'S' SD Associates, P.C. CPA'S 401(k) Plan held $11.1M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

Plan identifiers

SD Associates, P.C. CPA'S' EIN is 23-2585468.

EIN 23-2585468

Plan number 002

Plan year 2024

ACK ID 20250929091413NAL0010696625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SD Associates, P.C. CPA'S from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SD Associates, P.C. CPA'S' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SD ASSOCIATES, P.C. CPA'S.

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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

Knocking points off