Trusts, Estates, and Agency Accounts

📘 Source: U.S. Census Bureau — 2022 NAICS Manual

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. Illustrative Examples: Bankruptcy estates Private estates (i.e., administering on behalf of beneficiaries) Personal investment trusts Testamentary trusts

NAICS code 525920 — Trusts, Estates, and Agency Accounts — is used in SAM.gov to identify businesses whose primary activity falls within this classification. When you add this code to your SAM.gov entity registration, contracting officers searching for vendors in the Other Investment Pools and Funds space will be able to find your business.

If this code represents your primary business activity, designate it as your primary NAICS code. Your primary NAICS code determines your size standard for any contract solicited under this code. With a size standard of $40M average annual receipts, your business must be at or below this threshold to qualify as a small business for set-aside contracts under NAICS 525920.

What is NAICS code 525920?

NAICS code 525920 is 'Trusts, Estates, and Agency Accounts', classified under the Finance and Insurance sector (NAICS 52). 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. Illustrative

What is the SBA small business size standard for NAICS code 525920?

The SBA defines a small business under NAICS code 525920 (Trusts, Estates, and Agency Accounts) as one with $40M average annual receipts. This size standard determines eligibility for small business set-aside contracts, 8(a), HUBZone, WOSB, and SDVOSB programs in SAM.gov.

How do I register NAICS code 525920 in SAM.gov?

To register NAICS code 525920 in SAM.gov: (1) Log in at sam.gov, (2) Navigate to your Entity Registration, (3) Go to the Assertions section, (4) Add 525920 (Trusts, Estates, and Agency Accounts) to your NAICS code list. You may designate one code as your Primary NAICS code.