Original filing (PDF)20250630105803NAL0006570947001

CRUZ AND ASSOCIATES P.C.

Name: CRUZ AND ASSOCIATES P.C. — CRUZ AND ASSOCIATES RETIREMENT PLAN, Form 5500 (2024)
Creator: CRUZ AND ASSOCIATES P.C.

Form 5500-SF

FILING_RECEIVED

CRUZ AND ASSOCIATES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CRUZ AND ASSOCIATES P.C.

EIN

26-3323687all filings

Address

1212 E OSBORN ROAD · PHOENIX, AZ · 85014

Phone

(404) 316-9288

Industry