How big is Sycamore Financial Group's plan?

Sycamore Financial Group's plan reported $6.3M in assets and 6 participants for 2024.

Original filing (PDF)20250723092340NAL0001762355001

Sycamore Financial Group

Name: Sycamore Financial Group — Sycamore Financial Group, Form 5500 (2024)
Creator: Sycamore Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sycamore Financial Group 401(k) Plan

401(k) retirement plan · Sycamore Financial Group's Sycamore Financial Group 401(k) Plan held $6.3M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Anita Faulkner signed Sycamore Financial Group's 2024 Form 5500 as plan administrator.

Anita Faulkner — 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

Sycamore Financial Group's EIN is 35-1572068.

EIN 35-1572068

Plan number 001

Plan year 2024

ACK ID 20250723092340NAL0001762355001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sycamore Financial Group's plan includes a 401(k) feature, profit-sharing, 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 SYCAMORE FINANCIAL GROUP.

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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