Filings through .
Szabo Associates, Inc
EIN 58-1190662financial servicesLatest filing 2025
Plans
2
Retirement
1
$3.7M assets
Health & Benefits
1
Participants
35
3355 LENOX ROAD NE, SUITE 945 - ATLANTA, GA 30326404-266-2464LinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SZABO ASSOCIATES, INC. PROFIT SHARING PLAN
401(k)
Assets$3.7M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SZABO ASSOCIATES, INC GCF BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SZABO ASSOCIATES, INC. PROFIT SHARING PLAN | 401(k) | $3.7M | 22 | 2024 |
- #001 · 401(k) · 202422
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SZABO ASSOCIATES, INC GCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans