How big is SGH Wealth Management's plan?

SGH Wealth Management's plan reported $383K in assets and 11 participants for 2024.

Original filing (PDF)20250515135442NAL0029172752001

SGH Wealth Management

Name: SGH Wealth Management — SGH Wealth Management 401(k), Form 5500 (2024)
Creator: SGH Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SGH Wealth Management 401(k) Plan

401(k) retirement plan · SGH Wealth Management's SGH Wealth Management 401(k) Plan held $383K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$383K

Net assets (EOY)

$383K

People on this filing

Sam Huszczo signed SGH Wealth Management's 2024 Form 5500 as plan administrator.

Sam Huszczo — 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

SGH Wealth Management's EIN is 20-2779504.

EIN 20-2779504

Plan number 001

Plan year 2024

ACK ID 20250515135442NAL0029172752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SGH Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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