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Original filing (PDF)20241014101650NAL0027003617002
SIGMA MANAGEMENT 8, L.L.C.
Form 5500-SF
FILING_RECEIVED
SIGMA MANAGEMENT 8, LLC PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Active participants
18
Accounts w/ balance
26
Plan assets (EOY)
$48.7M
Net assets (EOY)
$48.7M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIGMA MANAGEMENT 8, L.L.C..
Plan sponsor
Name
SIGMA MANAGEMENT 8, L.L.C.
EIN
26-0543104
Address
727 SANSOME STREET, 3RD FLOOR · SUITE 700 PMB 738 · SAN FRANCISCO, CA · 94111
Phone
(415) 229-7100
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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