Original filing (PDF)20230507125253NAL0014272979001

SUSAN LUGER ASSOCIATES, INC.

Name: SUSAN LUGER ASSOCIATES, INC. — SUSAN LUGER ASSOCIATES, INC. RETIREMENT PLAN, Form 5500 (2022)
Creator: SUSAN LUGER ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

SUSAN LUGER ASSOCIATES, INC. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SUSAN LUGER ASSOCIATES, INC.

EIN

26-1249237all filings

Address

155 WEST 72ND STREET · SUITE 201 · NEW YORK, NY · 10023

Phone

(212) 769-4644

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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