How big is Srulowitz Financial, LLC's plan?

Srulowitz Financial, LLC's plan reported $230K in assets and 5 participants for 2024.

Original filing (PDF)20250702102145NAL0019573712001

Srulowitz Financial, LLC

Name: Srulowitz Financial, LLC — Srulowitz Financial, Form 5500 (2024)
Creator: Srulowitz Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Srulowitz Financial Retirement Savings Plan

401(k) retirement plan · Srulowitz Financial, LLC's Srulowitz Financial Retirement Savings Plan held $230K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

Plan identifiers

Srulowitz Financial, LLC's EIN is 85-4326294.

EIN 85-4326294

Plan number 001

Plan year 2024

ACK ID 20250702102145NAL0019573712001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Srulowitz Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Srulowitz Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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).

Plan sponsor

Name

SRULOWITZ FINANCIAL, LLC

EIN

all filings

Address

2234 SUN STONE PLACE · NEW BRAUNFELS, TX · 78130

Phone

(512) 665-0773

Industry

Finance & Insurance

Plan administrator