How big is SUE Adler Team's plan?

SUE Adler Team's plan reported $2.1M in assets and 13 participants for 2024.

Original filing (PDF)20250703123703NAL0000212131001

SUE Adler Team

Name: SUE Adler Team — SUE Adler Team Retirement Plan, Form 5500 (2024)
Creator: SUE Adler Team
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SUE Adler Team Retirement Plan

401(k) retirement plan · SUE Adler Team's SUE Adler Team Retirement Plan held $2.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

SUE Adler Team's EIN is 90-1010907.

EIN 90-1010907

Plan number 001

Plan year 2024

ACK ID 20250703123703NAL0000212131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SUE Adler Team from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SUE Adler Team's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUE ADLER TEAM.

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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 (89th percentile).

Plan sponsor

Name

SUE ADLER TEAM

EIN

all filings

Address

92 MURRAY POND ROAD · P.O. BOX 2697 · NEW LONDON, NH · 03257

Phone

(973) 591-3550

Industry

Real Estate

Plan administrator