· 2022–2024 · DOL EFAST2

Naggiar & Sarif, LLC — Naggiar & Sarif, LLC 401(k), Form 5500 (2024)

Original filing (PDF)20251010120929NAL0012550944001

Naggiar & Sarif, LLC

Form 5500-SF

FILING_RECEIVED

Naggiar & Sarif, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Naggiar & Sarif, LLC's Naggiar & Sarif, LLC 401(k) Profit Sharing Plan held $506K in plan assets for 9 participants in 2024.

Active participants

9

Accounts w/ balance

12

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

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

82

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 NAGGIAR & SARIF, LLC.

Plan sponsor

Name

NAGGIAR & SARIF, LLC

EIN

46-4641441all filings

Address

3490 PIEDMONT ROAD NE · ATLANTA, GA · 30305

Phone

(404) 816-2004

Industry

Law Offices· Professional & Technical Services

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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