How big is Sumco, LLC's plan?

Sumco, LLC's plan reported $3.6M in assets and 75 participants for 2023.

Original filing (PDF)20240520065646NAL0001047921001

Sumco, LLC

Name: Sumco, LLC — Sumco, LLC 401(k) Profit Sharing Plan, Form 5500 (2023)
Creator: Sumco, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sumco, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sumco, LLC's Sumco, LLC 401(k) Profit Sharing Plan held $3.6M in plan assets for 75 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

TORI McCaslin signed Sumco, LLC's 2023 Form 5500 as plan administrator.

TORI McCaslin — 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

Sumco, LLC's EIN is 27-1464743.

EIN 27-1464743

Plan number 001

Plan year 2023

ACK ID 20240520065646NAL0001047921001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Sumco, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off