How big is Sugarloaf Wealth Management, LLC's plan?

Sugarloaf Wealth Management, LLC's plan reported $2.4M in assets and 14 participants for 2024.

Original filing (PDF)20250630112221NAL0006260835004

Sugarloaf Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Sugarloaf Wealth Management, LLC Retirement Trust

401(k) retirement plan · Sugarloaf Wealth Management, LLC's Sugarloaf Wealth Management, LLC Retirement Trust held $2.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Jason Connolly signed Sugarloaf Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Jason Connolly — 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

Sugarloaf Wealth Management, LLC's EIN is 20-0232439.

EIN 20-0232439

Plan number 001

Plan year 2024

ACK ID 20250630112221NAL0006260835004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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