How big is SG Wealth Management Group, LLC's plan?

SG Wealth Management Group, LLC's plan reported $35K in assets and 3 participants for 2024.

Original filing (PDF)20250328102449NAL0001121153001

SG Wealth Management Group, LLC

Name: SG Wealth Management Group, LLC — SG Wealth Manageme, Form 5500 (2024)
Creator: SG Wealth Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SG Wealth Management Group, LLC 401(k) Plan

401(k) retirement plan · SG Wealth Management Group, LLC's SG Wealth Management Group, LLC 401(k) Plan held $35K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan identifiers

SG Wealth Management Group, LLC's EIN is 04-3504377.

EIN 04-3504377

Plan number 001

Plan year 2024

ACK ID 20250328102449NAL0001121153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SG Wealth Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SG Wealth Management Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SG WEALTH MANAGEMENT GROUP, 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