Original filing (PDF)20251015210019NAL0011223266001

S.R.F. ASSOCIATES

Name: S.R.F. ASSOCIATES — S.R.F. ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: S.R.F. ASSOCIATES

Form 5500-SF

FILING_RECEIVED

S.R.F. ASSOCIATES PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S.R.F. ASSOCIATES.

Plan sponsor

Name

S.R.F. ASSOCIATES

EIN

83-1040779all filings

Address

3495 WINTON PL BLDG E · ROCHESTER, NY · 146232824

Phone

(585) 272-4660

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

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

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