How big is Sandra Marsh & Associates' plan?

Sandra Marsh & Associates' plan reported $679K in assets and 3 participants for 2024.

Original filing (PDF)20250709185538NAL0013592290001

Sandra Marsh & Associates

Name: Sandra Marsh & Associates — Sandra Marsh &, Form 5500 (2024)
Creator: Sandra Marsh & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sandra Marsh & Associates Profit Sharing Plan

Defined-contribution retirement plan · Sandra Marsh & Associates' Sandra Marsh & Associates Profit Sharing Plan held $679K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$679K

Net assets (EOY)

$679K

People on this filing

Rocco J. Hindman signed Sandra Marsh & Associates' 2024 Form 5500 as plan administrator.

Rocco J. Hindman — 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

Sandra Marsh & Associates' EIN is 95-3979140.

EIN 95-3979140

Plan number 001

Plan year 2024

ACK ID 20250709185538NAL0013592290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sandra Marsh & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sandra Marsh & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANDRA MARSH & ASSOCIATES.

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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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SANDRA MARSH & ASSOCIATES

EIN

all filings

Address

15060 VENTURA BLVD., STE 212 · SHERMAN OAKS, CA · 91403

Phone

(310) 285-0303

Industry

Professional & Technical Services

Plan administrator