How big is Cruser Mitchell Novitz Sanchez G's plan?

Cruser Mitchell Novitz Sanchez G's plan reported $11.6M in assets and 133 participants for 2024.

Original filing (PDF)20250717143034NAL0000220963001

Cruser Mitchell Novitz Sanchez G

Name: Cruser Mitchell Novitz Sanchez G — Cruser Mitchell, Form 5500 (2024)
Creator: Cruser Mitchell Novitz Sanchez G
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cruser Mitchell LLP 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Cruser Mitchell Novitz Sanchez G's Cruser Mitchell LLP 401(k) Profit Sharing Plan and Trust held $11.6M in plan assets for 133 participants in 2024.

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

142

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

People on this filing

Michelle Lambert signed Cruser Mitchell Novitz Sanchez G's 2024 Form 5500 as plan administrator.

Michelle Lambert — 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

Cruser Mitchell Novitz Sanchez G's EIN is 58-2530119.

EIN 58-2530119

Plan number 001

Plan year 2024

ACK ID 20250717143034NAL0000220963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cruser Mitchell Novitz Sanchez G from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cruser Mitchell Novitz Sanchez G's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRUSER MITCHELL NOVITZ SANCHEZ G.

Finding similar companies…

Plan health score

Average plan with room to improve

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 independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score