Original filing (PDF)20250723162825NAL0002024819001

S.D. MAYER & ASSOCIATES

Name: S.D. MAYER & ASSOCIATES — S.D. MAYER & ASSOCIATES RETIREMENT PLAN, Form 5500 (2024)
Creator: S.D. MAYER & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

S.D. MAYER & ASSOCIATES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S.D. MAYER & ASSOCIATES.

Plan sponsor

Name

S.D. MAYER & ASSOCIATES

EIN

46-1171913

Address

235 MONTGOMERY STREET · 30TH FLOOR · SAN FRANCISCO, CA · 94104

Phone

(415) 691-4036

Industry

Professional & Technical Servicessee all

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

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

PROFESSIONAL FINANCE COMPANY, INC.

PROFESSIONAL FINANCE COMPANY, INC. 401(K) PROFIT SHARING PLAN

$7.1M · 123 participants

ACTUARIAL PENSION ANALYSTS, INC.

ACTUARIAL PENSION ANALYSTS, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST

$7.1M · 13 participants

MUNICIPAL ACCOUNTS & CONSULTING, L.P.

MUNICIPAL ACCOUNTS 401(K) RETIREMENT PLAN

$7.3M · 106 participants

TEAM AIR EXPRESS, INC.

TEAM AIR EXPRESS 401(K) PLAN

$7.3M · 110 participants

PROPERTY TAX ASSISTANCE CO., INC.