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SAPPHIRE INVESTMENTS — SAPPHIRE INVESTMENTS LLC 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250203075235NAL0011857536001
SAPPHIRE INVESTMENTS
Form 5500-SF
FILING_RECEIVED
SAPPHIRE INVESTMENTS LLC 401 K PROFIT SHARING PLAN TRUST
401(k) retirement plan
Active participants
14
Accounts w/ balance
14
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAPPHIRE INVESTMENTS
.
Find decision makers
Plan sponsor
Name
SAPPHIRE INVESTMENTS
EIN
20-8242145
Address
10445 SHERWOOD MANOR DR · CLAIBORNE, MD · 21624
Phone
(423) 756-5213
Industry
Other Services (ex. Public Admin)
see all
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
2025-02-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
DIANE B MULLAHY
DIANE B MULLAHY 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 12 participants
INTEGRATED NETWORKING TECHNOLOGIES, LLC, D/B/A INTEC
INTEC 401(K) PROFIT SHARING PLAN
$1.0M · 22 participants
WATER WORKS OF MARYLAND INC
WATER WORKS OF MARYLAND INC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 11 participants
WHEEL FUN RENTALS OF SANTA BAR
WHEEL FUN RENTALS OF SANTA BAR 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 23 participants
KINGSBOROUGH ATLAS TREE SURGER
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KINGSBOROUGH ATLAS TREE SURGER 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 1 participants
JUDY WALD PARTNERS INC
JUDY WALD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 1 participants
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T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
