Original filing (PDF)20250730064926NAL0001745347001

SAUBERAN & COMPANY LLC

Name: SAUBERAN & COMPANY LLC — SUABERAN & COMPANY LTD PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SAUBERAN & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

SUABERAN & COMPANY LTD PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$429K

Net assets (EOY)

$429K

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.

Decision-maker contacts

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

Plan sponsor

Name

SAUBERAN & COMPANY LLC

EIN

26-3925585all filings

Address

175 WALNUT ST STE 2 · LOCKPORT, NY · 140943775

Phone

(716) 429-1265

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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KRISTIN A. NORDAHL

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