How big is SA Group, LLC's plan?

SA Group, LLC's plan reported $2.5M in assets and 12 participants for 2024.

Original filing (PDF)20250620142225NAL0005745872001

SA Group, LLC

Name: SA Group, LLC — Ancora - MEP, Form 5500 (2024)
Creator: SA Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ancora - MEP

401(k) retirement plan · SA Group, LLC's Ancora - MEP held $2.5M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Corey Martin signed SA Group, LLC's 2024 Form 5500 as plan administrator.

Corey Martin — 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

SA Group, LLC's EIN is 27-4911150.

EIN 27-4911150

Plan number 001

Plan year 2024

ACK ID 20250620142225NAL0005745872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SA Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SA GROUP, LLC

EIN

all filings

Address

1320 SUMNER AVENUE · CLEVELAND, OH · 44115

Phone

(216) 406-4139

Industry

Professional & Technical Services

Plan administrator

Name

THE ANCORA GROUP, INC.

EIN

27-1506603

City

MAYFIELD HEIGHTS, OH

Phone

(216) 825-4000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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