How big is San Francisco Equity Partners Management LLC's plan?

San Francisco Equity Partners Management LLC's plan reported $7.0M in assets and 9 participants for 2024.

Original filing (PDF)20250715105131NAL0002010609001

San Francisco Equity Partners Management LLC

Name: San Francisco Equity Partners Management LLC — Form 5500 Plan 001 (2024)
Creator: San Francisco Equity Partners Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Francisco Equity Partners Management LLC 401(k) Plan

401(k) retirement plan · San Francisco Equity Partners Management LLC's San Francisco Equity Partners Management LLC 401(k) Plan held $7.0M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

San Francisco Equity Partners Management LLC's EIN is 20-2422510.

EIN 20-2422510

Plan number 001

Plan year 2024

ACK ID 20250715105131NAL0002010609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Francisco Equity Partners Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN FRANCISCO EQUITY PARTNERS 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