How big is Sousa and Company's plan?

Sousa and Company's plan reported $3.0M in assets and 12 participants for 2024.

Original filing (PDF)20251008152835NAL0006067361001

Sousa and Company

Name: Sousa and Company — Sousa and Company Retirement, Form 5500 (2024)
Creator: Sousa and Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sousa and Company Retirement Plan

401(k) retirement plan · Sousa and Company's Sousa and Company Retirement Plan held $3.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Sousa and Company's EIN is 77-0499596.

EIN 77-0499596

Plan number 001

Plan year 2024

ACK ID 20251008152835NAL0006067361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sousa and Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sousa and Company'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 SOUSA AND COMPANY.

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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