How big is COST Segregation Authority, LLC's plan?

COST Segregation Authority, LLC's plan reported $1.9M in assets and 59 participants for 2024.

Original filing (PDF)20250728121947NAL0002183376001

COST Segregation Authority, LLC

Name: COST Segregation Authority, LLC — Retirement Income, Form 5500 (2024)
Creator: COST Segregation Authority, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Income Security Plan-COST Segregation Authority, LLC

401(k) retirement plan · COST Segregation Authority, LLC's Retirement Income Security Plan-COST Segregation Authority, LLC held $1.9M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Steven Stout signed COST Segregation Authority, LLC's 2024 Form 5500 as plan administrator.

Steven Stout — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

COST Segregation Authority, LLC's EIN is 88-2142766.

EIN 88-2142766

Plan number 001

Plan year 2024

ACK ID 20250728121947NAL0002183376001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

COST Segregation Authority, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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