Original filing (PDF)20240411173607NAL0000732995001

ANDREW SARAGER CPA

Name: ANDREW SARAGER CPA — ANDREW SARAGER CPA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: ANDREW SARAGER CPA

Form 5500-SF

FILING_RECEIVED

ANDREW SARAGER CPA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

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 (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ANDREW SARAGER CPA

EIN

86-0736526all filings

Address

1535 W HARVARD AVE · SUITE 101 · GILBERT, AZ · 85233

Phone

(602) 799-3529

Industry