Original filing (PDF)20250212171049NAL0011789667001

SPERRY & ASSOCIATES, INC.

Name: SPERRY & ASSOCIATES, INC. — SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SPERRY & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPERRY & ASSOCIATES, INC..

Plan sponsor

Name

SPERRY & ASSOCIATES, INC.

EIN

59-1481055all filings

Address

4495 CAPITAL CIRCLE NW · TALLAHASSEE, FL · 323037233

Phone

(850) 562-1101

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-04-01

Filed

2025-02-12

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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