How big is Securities Reseach Inc.'s plan?

Securities Reseach Inc.'s plan reported $2.1M in assets and 7 participants for 2024.

Original filing (PDF)20250529194456NAL0020056130001

Securities Reseach Inc.

Name: Securities Reseach Inc. — Securities Research Inc., Form 5500 (2024)
Creator: Securities Reseach Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Securities Research Inc. 401(k) Plan

401(k) retirement plan · Securities Reseach Inc.'s Securities Research Inc. 401(k) Plan held $2.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Thaddeus Cook signed Securities Reseach Inc.'s 2024 Form 5500 as plan administrator.

Thaddeus Cook — 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

Securities Reseach Inc.'s EIN is 59-1862659.

EIN 59-1862659

Plan number 001

Plan year 2024

ACK ID 20250529194456NAL0020056130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Securities Reseach Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Securities Reseach Inc.'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 SECURITIES RESEACH INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off