NAICS code 525920: Trusts, Estates, and Agency Accounts
This industry comprises legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.
- SBA small-business size limit
- $40.0M
Is your company small for 525920?
The SBA limit is $40 million average annual receipts.
What 525920 covers
Included
- Bankruptcy estates
- Private estates (i.e., administering on behalf of beneficiaries)
- Personal investment trusts
- Testamentary trusts
Use another code for
- Managing portfolios of trusts: Industry 523940, Portfolio Management and Investment Advice
- Administering personal estates: Industry 523991, Trust, Fiduciary, and Custody Activities
- Operating businesses of trusts and bankruptcy estates--are classified according to the kind of business operated
Activities listed under 525920
- Bankruptcy estates
- Personal estates (i.e., managing assets)
- Personal investment trusts
- Personal trusts
- Private estates (i.e., administering on behalf of beneficiaries)
- Settlement trust funds
- Testamentary trusts
- Trusts, estates, and agency accounts
Questions
What is NAICS code 525920?
NAICS 525920 is “Trusts, Estates, and Agency Accounts”. This industry comprises legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.
What businesses use NAICS code 525920?
Examples from the U.S. Census Bureau: Bankruptcy estates; Private estates (i.e., administering on behalf of beneficiaries); Personal investment trusts; and Testamentary trusts.
What is not included in NAICS 525920?
Businesses mainly managing portfolios of trusts are classified in Industry 523940, Portfolio Management and Investment Advice; administering personal estates are classified in U.S. Industry 523991, Trust, Fiduciary, and Custody Activities; and operating businesses of trusts and bankruptcy estates are classified according to the kind of business operated.
What is the SBA size standard for NAICS 525920?
$40 million average annual receipts (average of the last five fiscal years), including affiliates. Source: 13 CFR 121.201, effective March 17, 2023.
What is the SIC code for NAICS 525920?
SIC 6733 (Trusts, Except Educational, Religious, and Charitable, part), from the U.S. Census Bureau concordances (1987 SIC → 2002 NAICS, carried to 2022 NAICS).
What is the IRS business code for NAICS 525920?
The IRS list of Schedule C business codes has no code for this industry. If no code fits, the list ends with 999000 Unclassified establishments.
How do I find government contracts for NAICS 525920?
Federal agencies put a NAICS code on each solicitation in SAM.gov, and some states and cities use NAICS codes too. Add 525920 to your SAM.gov registration and to your bid alerts; PublicBeam emails new bids for the codes you choose every morning.
Source: U.S. Census Bureau, 2022 NAICS (public domain). PublicBeam is independent and not affiliated with the Census Bureau or any agency. Always check the NAICS code in the official notice before you bid.