How big is SAR Asset Management, Inc.'s plan?

SAR Asset Management, Inc.'s plan reported $808K in assets and 5 participants for 2025.

Original filing (PDF)20260413200545NAL0030814674001

SAR Asset Management, Inc.

Name: SAR Asset Management, Inc. — SAR Enterprises Profit, Form 5500 (2025)
Creator: SAR Asset Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAR Enterprises Profit Sharing Plan & Trust

401(k) retirement plan · SAR Asset Management, Inc.'s SAR Enterprises Profit Sharing Plan & Trust held $808K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$808K

Net assets (EOY)

$808K

Plan identifiers

SAR Asset Management, Inc.'s EIN is 20-2113182.

EIN 20-2113182

Plan number 001

Plan year 2025

ACK ID 20260413200545NAL0030814674001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SAR Asset Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

SAR ASSET MANAGEMENT, INC.

EIN

all filings

Address

783 RIO DEL MAR BLVD., SUITE 23A · APTOS, CA · 95003

Phone

(831) 332-7110

Industry

Real Estate

Plan administrator