Original filing (PDF)20241007125134NAL0031759074001

SGD CAPITAL, LLC

Name: SGD CAPITAL, LLC — SGD CAPITAL, LLC VIP PLAN, Form 5500 (2023)
Creator: SGD CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

SGD CAPITAL, LLC VIP PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SGD CAPITAL, LLC.

Plan sponsor

Name

SGD CAPITAL, LLC

EIN

45-2901743

Address

1120 AVENUE OF THE AMERICAS · 15TH FLOOR · NEW YORK, NY · 10036

Phone

(347) 289-3310

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-07

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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