How big is System Analysts & Financial Experts, LLC's plan?

System Analysts & Financial Experts, LLC's plan reported $6.8M in assets and 7 participants for 2024.

Original filing (PDF)20250925100516NAL0009620080001

System Analysts & Financial Experts, LLC

Name: System Analysts & Financial Experts, LLC — Form 5500 Plan 001 (2024)
Creator: System Analysts & Financial Experts, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

System Analysts & Financial Experts 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · System Analysts & Financial Experts, LLC's System Analysts & Financial Experts 401(k) Profit Sharing Plan and Trust held $6.8M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Theophil Bruce signed System Analysts & Financial Experts, LLC's 2024 Form 5500 as plan administrator.

Theophil Bruce — 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

System Analysts & Financial Experts, LLC's EIN is 92-1351377.

EIN 92-1351377

Plan number 001

Plan year 2024

ACK ID 20250925100516NAL0009620080001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

System Analysts & Financial Experts, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SYSTEM ANALYSTS & FINANCIAL EXPERTS, LLC

EIN

all filings

Address

925 BATTERY AVENUE SE, APT 436 · ATLANTA, GA · 30339

Phone

(703) 623-1812

Industry

Professional & Technical Services

Plan administrator