How big is Susan B. Anthony LIST's plan?

Susan B. Anthony LIST's plan reported $4.9M in assets and 111 participants for 2024.

Original filing (PDF)20250530140145NAL0015602688001

Susan B. Anthony LIST

Name: Susan B. Anthony LIST — Susan B. Anthony LIST 401(k), Form 5500 (2024)
Creator: Susan B. Anthony LIST
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Susan B. Anthony LIST 401(k) Plan

401(k) retirement plan · Susan B. Anthony LIST's Susan B. Anthony LIST 401(k) Plan held $4.9M in plan assets for 111 participants in 2024.

Active participants

111

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Jennifer Gross signed Susan B. Anthony LIST's 2024 Form 5500 as plan administrator.

Jennifer Gross — 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

Susan B. Anthony LIST's EIN is 54-1850126.

EIN 54-1850126

Plan number 001

Plan year 2024

ACK ID 20250530140145NAL0015602688001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Susan B. Anthony LIST from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Susan B. Anthony LIST's 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 SUSAN B. ANTHONY LIST.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score