Original filing (PDF)20250610092116NAL0014842993001

SANTI & ASSOCIATES, P. C.

Name: SANTI & ASSOCIATES, P. C. — SANTI & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SANTI & ASSOCIATES, P. C.

Form 5500-SF

FILING_RECEIVED

SANTI & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANTI & ASSOCIATES, P. C..

Plan sponsor

Name

SANTI & ASSOCIATES, P. C.

EIN

58-2019486

Address

4010 OLD MILTON PARKWAY · SUITE 100 · ALPHARETTA, GA · 30005

Phone

(770) 623-4440

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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