How big is Sargent Law, P.C.'s plan?

Sargent Law, P.C.'s plan reported $3.7M in assets and 11 participants for 2024.

Original filing (PDF)20251008142139NAL0009949168001

Sargent Law, P.C.

Name: Sargent Law, P.C. — Sargent Law, P.C. 401(k) Plan, Form 5500 (2024)
Creator: Sargent Law, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sargent Law, P.C. 401(k) Plan

401(k) retirement plan · Sargent Law, P.C.'s Sargent Law, P.C. 401(k) Plan held $3.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

David Sargent signed Sargent Law, P.C.'s 2024 Form 5500 as plan administrator.

David Sargent — 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

Sargent Law, P.C.'s EIN is 47-4025566.

EIN 47-4025566

Plan number 001

Plan year 2024

ACK ID 20251008142139NAL0009949168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sargent Law, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sargent Law, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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