Original filing (PDF)20241015163309NAL0015087235001

THE SARRICA GROUP INC.

Name: THE SARRICA GROUP INC. — THE SARRICA GROUP INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: THE SARRICA GROUP INC.

Form 5500-SF

FILING_RECEIVED

THE SARRICA GROUP INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 THE SARRICA GROUP INC..

Plan sponsor

Name

THE SARRICA GROUP INC.

EIN

82-3281871

Address

1078 OAKS DRIVE · FRANKLIN SQUARE, NY · 11010

Phone

(917) 710-6950

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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