Original filing (PDF)20250702102145NAL0019573712001

SRULOWITZ FINANCIAL, LLC

Name: SRULOWITZ FINANCIAL, LLC — SRULOWITZ FINANCIAL RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: SRULOWITZ FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

SRULOWITZ FINANCIAL RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SRULOWITZ FINANCIAL, LLC

EIN

85-4326294all filings

Address

2234 SUN STONE PLACE · NEW BRAUNFELS, TX · 78130

Phone

(512) 665-0773

Industry