How big is Santa Cruz PLLC's plan?

Santa Cruz PLLC's plan reported $208K in assets and 3 participants for 2024.

Original filing (PDF)20250718060631NAL0000593443001

Santa Cruz PLLC

Name: Santa Cruz PLLC — Santa Cruz PLLC 401(k), Form 5500 (2024)
Creator: Santa Cruz PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Santa Cruz PLLC 401(k)

401(k) retirement plan · Santa Cruz PLLC's Santa Cruz PLLC 401(k) held $208K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

People on this filing

Nick Rice signed Santa Cruz PLLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Santa Cruz PLLC's EIN is 82-0692940.

EIN 82-0692940

Plan number 001

Plan year 2024

ACK ID 20250718060631NAL0000593443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Santa Cruz PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Santa Cruz PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANTA CRUZ PLLC.

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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