How big is The Terri & Sandy Solution , LLC's plan?

The Terri & Sandy Solution , LLC's plan reported $4.0M in assets and 26 participants for 2024.

Original filing (PDF)20251014103948NAL0001247747001

The Terri & Sandy Solution , LLC

Name: The Terri & Sandy Solution , LLC — Terri & Sandy, Form 5500 (2024)
Creator: The Terri & Sandy Solution , LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Terri & Sandy Solution Profit Sharing Plan

401(k) retirement plan · The Terri & Sandy Solution , LLC's Terri & Sandy Solution Profit Sharing Plan held $4.0M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

The Terri & Sandy Solution , LLC's EIN is 27-1803918.

EIN 27-1803918

Plan number 002

Plan year 2024

ACK ID 20251014103948NAL0001247747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Terri & Sandy Solution , LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Terri & Sandy Solution , LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

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 (99th percentile).

Plan sponsor

Name

THE TERRI & SANDY SOLUTION , LLC

EIN

all filings

Address

33 E 33RD ST, SUITE 807 · NEW YORK, NY · 10016

Phone

(212) 227-1027

Industry

Professional & Technical Services

Plan administrator