How big is Sgroi Financial, LLC's plan?

Sgroi Financial, LLC's plan reported $4.8M in assets and 28 participants for 2024.

Original filing (PDF)20251013091252NAL0002163474001

Sgroi Financial, LLC

Name: Sgroi Financial, LLC — Sgroi Financial, LLC Pension, Form 5500 (2024)
Creator: Sgroi Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sgroi Financial, LLC Pension Plan

401(k) retirement plan · Sgroi Financial, LLC's Sgroi Financial, LLC Pension Plan held $4.8M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

SARA Clouden signed Sgroi Financial, LLC's 2024 Form 5500 as plan administrator.

SARA Clouden — 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

Sgroi Financial, LLC's EIN is 16-1048067.

EIN 16-1048067

Plan number 001

Plan year 2024

ACK ID 20251013091252NAL0002163474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sgroi Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sgroi Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 SGROI FINANCIAL, LLC.

Finding similar companies…

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

Knocking points off