How big is Stratton & Associates Accountancy Corporation's plan?

Stratton & Associates Accountancy Corporation's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250910144040NAL0035678672001

Stratton & Associates Accountancy Corporation

Name: Stratton & Associates Accountancy Corporation — Form 5500 Plan 001 (2024)
Creator: Stratton & Associates Accountancy Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stratton & Associates Accountancy Corporation Safe Harbor 401(k) Profit Sharing Plan

401(k) retirement plan · Stratton & Associates Accountancy Corporation's Stratton & Associates Accountancy Corporation Safe Harbor 401(k) Profit Sharing Plan held $1.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Peter F Stratton signed Stratton & Associates Accountancy Corporation's 2024 Form 5500 as plan administrator.

Peter F Stratton — 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

Stratton & Associates Accountancy Corporation's EIN is 80-0018523.

EIN 80-0018523

Plan number 001

Plan year 2024

ACK ID 20250910144040NAL0035678672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stratton & Associates Accountancy Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stratton & Associates Accountancy Corporation'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 STRATTON & ASSOCIATES ACCOUNTANCY CORPORATION.

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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