Original filing (PDF)20250409091759NAL0037490930001

CRUZ & ASSOCIATES, P.C.

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

Form 5500-SF

FILING_RECEIVED

CRUZ & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 CRUZ & ASSOCIATES, P.C..

Plan sponsor

Name

CRUZ & ASSOCIATES, P.C.

EIN

58-2117334

Address

2620 BUFORD HIGHWAY NE · ATLANTA, GA · 30324

Phone

(404) 444-1111

Industry

Law Offices· 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

2025-04-09

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

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 Law Offices plans

THE PUSHCHAK LAW FIRM, LLC

PUSHCHAK LAW FIRM LLC 401(K) PLAN

$1.0M · 2 participants

RICHMAN, GOLDBERG AND GORHAM LLC

RICHMAN, GOLBERG AND GORHAM, LLC 401(K) PLAN

$1.0M · 9 participants

D'AMORE LAW GROUP, P.C.

D'AMORE LAW GROUP CASH BALANCE PLAN

$1.0M · 18 participants

ORMONDE RASCON ATTORNEYS AT LAW

ORMONDE RASCON ATTORNEYS AT LAW 401(K) RETIREMENT PLAN

$1.0M · 7 participants

LAW OFFICES OF WAGNER & SPREHA

WAGNER & SPREHA 401K PLAN