How big is Sommerman, McCaffity, Quesada & Geisler, L.L.P.'s plan?

Sommerman, McCaffity, Quesada & Geisler, L.L.P.'s plan reported $4.6M in assets and 19 participants for 2024.

Original filing (PDF)20250414125943NAL0003105616001

Sommerman, McCaffity, Quesada & Geisler, L.L.P.

Name: Sommerman, McCaffity, Quesada & Geisler, L.L.P. — Form 5500 Plan 001 (2024)
Creator: Sommerman, McCaffity, Quesada & Geisler, L.L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sommerman, McCaffity, Quesada & Geisler, L.L.P. 401(k) Plan

401(k) retirement plan · Sommerman, McCaffity, Quesada & Geisler, L.L.P.'s Sommerman, McCaffity, Quesada & Geisler, L.L.P. 401(k) Plan held $4.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Sommerman, McCaffity, Quesada & Geisler, L.L.P.'s EIN is 75-2685989.

EIN 75-2685989

Plan number 001

Plan year 2024

ACK ID 20250414125943NAL0003105616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sommerman, McCaffity, Quesada & Geisler, L.L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sommerman, McCaffity, Quesada & Geisler, L.L.P.'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 SOMMERMAN, MCCAFFITY, QUESADA & GEISLER, L.L.P..

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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

Helping the score