Original filing (PDF)20250719104153NAL0004709826001

SASTRE, SAAVEDRA, EPSTEIN, PLLC

Name: SASTRE, SAAVEDRA, EPSTEIN, PLLC — SASTRE, SAAVEDRA, EPSTEIN, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: SASTRE, SAAVEDRA, EPSTEIN, PLLC

Form 5500-SF

FILING_RECEIVED

SASTRE, SAAVEDRA, EPSTEIN, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SASTRE, SAAVEDRA, EPSTEIN, PLLC.

Plan sponsor

Name

SASTRE, SAAVEDRA, EPSTEIN, PLLC

EIN

85-1943720

Address

1 SE 3RD AVENUE, SUITE 1270 · MIAMI, FL · 33131

Phone

(305) 407-9570

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

PENTEGRA SERVICES, INC

EIN

13-3745616

City

CHARLOTTE, NC

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

RUPPERT & SCHAEFER, P.C.

RUPPERT & SCHAEFER, P.C. 401(K) PROFIT SHARING PLAN

$1.1M · 8 participants

ARRIGO, LEE, GUTTMAN & MOUTA-BELLUM, LLP

ARRIGO, LEE, GUTTMAN & MOUTA-BELLUM, LLP 401(K) PLAN

$1.1M · 4 participants

THE KARNEY LAW FIRM P.A.

ROBERT KARNEY ATTORNEY AT LAW 401K PROFIT SHARING PLAN AND TRU

$1.1M · 10 participants

PONTO & ASSOCIATES, PLLC DBA ELIA & PONTO

ELIA & PONTO 401(K) PLAN

$1.1M · 19 participants

MIDDLEDITCH LAW FIRM, PLLC