· 2022–2024 · DOL EFAST2

Sarey Enterprises LLC — Sarey Enterprises LLC 401(k), Form 5500 (2024)

Original filing (PDF)20250618150624NAL0002589281001

Sarey Enterprises LLC

Form 5500-SF

FILING_RECEIVED

Sarey Enterprises LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sarey Enterprises LLC's Sarey Enterprises LLC 401(k) Profit Sharing Plan & Trust held $149K in plan assets for 4 participants in 2024.

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAREY ENTERPRISES LLC.

Plan sponsor

Name

SAREY ENTERPRISES LLC

EIN

26-1665674all filings

Address

2770 MAIN ST STE 221 · FRISCO, TX · 750334450

Phone

(214) 872-2188

Industry

Other Services (ex. Public Admin)

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

2025-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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