· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SGH MACRO ADVISORS, LLC — SGH MACRO ADVISORS, LLC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709150103NAL0003437315001
SGH MACRO ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
SGH MACRO ADVISORS, LLC RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SGH MACRO ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
SGH MACRO ADVISORS, LLC
EIN
45-3538110
Address
11 GRAY OAKS LANE · GREENWICH, CT · 06830
Phone
(646) 325-4469
Industry
Finance & Insurance
see 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
Related plans
Similar-size Finance & Insurance plans
COMPASS ROSE STRATEGIC PARTNERS LLC
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN
$1.3M · 3 participants
MENDEL CAPITAL MANAGEMENT LLC
MENDEL CAPITAL MANAGEMENT LLC 401K PROFIT SHARING PLAN
$1.3M · 3 participants
KOA WEALTH MANAGEMENT, LLC
KOA WEALTH 401(K) PLAN
$1.3M · 4 participants
MENGIS CAPITAL MANAGEMENT, INC.
MENGIS CAPITAL MANAGEMENT 401(K) RETIREMENT PLAN
$1.3M · 7 participants
BAYSHORE ASSET MANAGEMENT, LLC
BAYSHORE ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 4 participants
AT ONE VENTURES
AT ONE VENTURES 401(K) PLAN
$1.3M · 14 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B