How big is SAI CPA Services' plan?

SAI CPA Services' plan reported $356K in assets and 18 participants for 2024.

Original filing (PDF)20250701100125NAL0030380466001

SAI CPA Services

Name: SAI CPA Services — SAI CPA Services Retirement Trust, Form 5500 (2024)
Creator: SAI CPA Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAI CPA Services Retirement Trust

401(k) retirement plan · SAI CPA Services' SAI CPA Services Retirement Trust held $356K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

People on this filing

Plan Sponsor signed SAI CPA Services' 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SAI CPA Services' EIN is 27-1065381.

EIN 27-1065381

Plan number 001

Plan year 2024

ACK ID 20250701100125NAL0030380466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SAI CPA Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SAI CPA Services' 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 SAI CPA SERVICES.

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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