Original filing (PDF)20250709150103NAL0003437315001

SGH MACRO ADVISORS, LLC

Name: SGH MACRO ADVISORS, LLC — SGH MACRO ADVISORS, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: SGH MACRO ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

SGH MACRO ADVISORS, LLC RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 SGH MACRO ADVISORS, LLC.

Plan sponsor

Name

SGH MACRO ADVISORS, LLC

EIN

45-3538110

Address

11 GRAY OAKS LANE · GREENWICH, CT · 06830

Phone

(646) 325-4469

Industry

Finance & Insurancesee all

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

2025-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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