401(k) retirement plan · Squire & Company, PC 401(k) Plan's Squire & Company 401(k) Profit Sharing Plan held $36.2M in plan assets for 153 participants in 2023.
Signals · 3
33% in single holdingHigh average account balanceNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
214
Plan assets (EOY)
$36.2M
Net assets (EOY)
$36.2M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
Compliance & integrity
100
Total plan cost
96
Plan health
88
Vendor & structure
100
Helping the score
Below-peer total plan cost (94th percentile).
High average account balance (93rd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SQUIRE & COMPANY, PC 401(K) PLAN.
