Original filing (PDF)20250415155825NAL0001619731001

STEVEN P. SABRA, PC

Name: STEVEN P. SABRA, PC — STEVEN P. SABRA, PC SAFE-HARBOR 401-K CT PSP, Form 5500 (2024)
Creator: STEVEN P. SABRA, PC

Form 5500-SF

FILING_RECEIVED

STEVEN P. SABRA, PC SAFE-HARBOR 401-K CT PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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 STEVEN P. SABRA, PC.

Plan sponsor

Name

STEVEN P. SABRA, PC

EIN

61-1898413

Address

33 CARRIE HOOD LN · SOMERSET, MA · 027265550

Phone

(508) 674-0890

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

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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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