How big is Seubert & Associates, Inc.'s plan?

Seubert & Associates, Inc.'s plan reported $14.8M in assets and 105 participants for 2024.

Original filing (PDF)20250825153633NAL0003953315001

Seubert & Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Seubert & Associates, Inc. 401(k) Plan

401(k) retirement plan · Seubert & Associates, Inc.'s Seubert & Associates, Inc. 401(k) Plan held $14.8M in plan assets for 105 participants in 2024.

Active participants

105

Accounts w/ balance

119

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

Plan identifiers

Seubert & Associates, Inc.'s EIN is 25-1291413.

EIN 25-1291413

Plan number 001

Plan year 2024

ACK ID 20250825153633NAL0003953315001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Seubert & Associates, Inc.'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 SEUBERT & ASSOCIATES, INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off