Original filing (PDF)20250625093209NAL0007683137001

SPERRYCO, LLC

Name: SPERRYCO, LLC — SPERRYCO, LLC DIRECT ADVISORS TRUST, Form 5500 (2024)
Creator: SPERRYCO, LLC

Form 5500-SF

FILING_RECEIVED

SPERRYCO, LLC DIRECT ADVISORS TRUST

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SPERRYCO, LLC

EIN

83-0532141all filings

Address

3264 DIXON RD · MANNSVILLE, NY · 13661

Phone

(315) 816-1881

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Welfare benefit codes

4C · Supplemental unemployment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

DIVINE ROOFING SERVICES

DIVINE ROOFING SERVICES INC

$8K · 22 participants

KING LOCKSMITH AND DOORS INC

KING LOCKSMITH AND DOORS INC 401(K) PLAN

$8K · 13 participants

HAMPTON SCOTT GROUP LLC

$8K · 5 participants

VALOR CONSTRUCTION CORP

THE CONTRACTORS RETIREMENT PLAN

$8K · 1 participants

WILD EARTH ART

WILD EARTH ART 401(K) PLAN

$8K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.