Original filing (PDF)20240930144740NAL0009613936001

Sivilli Capital Management, LLC

Name: Sivilli Capital Management, LLC — Sivilli Capital, Form 5500 (2023)
Creator: Sivilli Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sivilli Capital Management, LLC 401(k) Plan

401(k) retirement plan · Sivilli Capital Management, LLC's Sivilli Capital Management, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

James G. Sivilli signed Sivilli Capital Management, LLC's 2023 Form 5500 as plan administrator.

James G. Sivilli — 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

Sivilli Capital Management, LLC's EIN is 20-4146823.

EIN 20-4146823

Plan number 001

Plan year 2023

ACK ID 20240930144740NAL0009613936001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sivilli Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sivilli Capital 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 SIVILLI CAPITAL 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score