How big is Sarus LLC's plan?

Sarus LLC's plan reported $1.1M in assets and 1 participants for 2024.

Original filing (PDF)20251009222028NAL0016577042001

Sarus LLC

Name: Sarus LLC — Sarus LLC 401(k) Plan, Form 5500 (2024)
Creator: Sarus LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarus LLC 401(k) Plan

401(k) retirement plan · Sarus LLC's Sarus LLC 401(k) Plan held $1.1M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

David Shannon signed Sarus LLC's 2024 Form 5500 as plan administrator.

David Shannon — 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

Sarus LLC's EIN is 20-2357276.

EIN 20-2357276

Plan number 001

Plan year 2024

ACK ID 20251009222028NAL0016577042001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sarus LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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 (98th percentile).

Plan sponsor

Name

SARUS LLC

EIN

all filings

Address

P. O. BOX 89 · GEORGETOWN, CT · 06829

Phone

(203) 240-7465

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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