How big is SUMO Group's plan?

SUMO Group's plan reported $2.9M in assets and 13 participants for 2024.

Original filing (PDF)20250531055416NAL0008509937001

SUMO Group

Name: SUMO Group — SUMO Group 401(k) Plan, Form 5500 (2024)
Creator: SUMO Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SUMO Group 401(k) Plan

401(k) retirement plan · SUMO Group's SUMO Group 401(k) Plan held $2.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Benjamin Greear signed SUMO Group's 2024 Form 5500 as plan administrator.

Benjamin Greear — 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

SUMO Group's EIN is 42-1489025.

EIN 42-1489025

Plan number 001

Plan year 2024

ACK ID 20250531055416NAL0008509937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

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

Plan sponsor

Name

SUMO GROUP

EIN

all filings

Address

2100 WESTOWN PARKWAY · SUITE 100 · WEST DES MOINES, IA · 50265

Phone

(515) 282-5291

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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