How big is SGT, Ltd. I's plan?

SGT, Ltd. I's plan reported $7.8M in assets and 44 participants for 2023.

Original filing (PDF)20241004135544NAL0006749635001

SGT, Ltd. I

Name: SGT, Ltd. I — SGT, Ltd. I 401(k) Plan, Form 5500 (2023)
Creator: SGT, Ltd. I
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SGT, Ltd. I 401(k) Plan

401(k) retirement plan · SGT, Ltd. I's SGT, Ltd. I 401(k) Plan held $7.8M in plan assets for 44 participants in 2023.

Signals · 1

Late filing · 34.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Suzanne J. Carnes signed SGT, Ltd. I's 2023 Form 5500 as plan administrator.

Suzanne J. Carnes — 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

SGT, Ltd. I's EIN is 38-1948188.

EIN 38-1948188

Plan number 001

Plan year 2023

ACK ID 20241004135544NAL0006749635001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

SGT, Ltd. I's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off