How big is SGR Consulting, LLC's plan?

SGR Consulting, LLC's plan reported $590K in assets and 4 participants for 2024.

Original filing (PDF)20250902073132NAL0008302083001

SGR Consulting, LLC

Name: SGR Consulting, LLC — SGR Consulting, LLC Profit, Form 5500 (2024)
Creator: SGR Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SGR Consulting, LLC Profit Sharing Plan

Defined-contribution retirement plan · SGR Consulting, LLC's SGR Consulting, LLC Profit Sharing Plan held $590K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$590K

Net assets (EOY)

$590K

Plan identifiers

SGR Consulting, LLC's EIN is 45-4282064.

EIN 45-4282064

Plan number 001

Plan year 2024

ACK ID 20250902073132NAL0008302083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SGR Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SGR Consulting, LLC's plan includes profit-sharing.

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SGR CONSULTING, LLC

EIN

all filings

Address

465 CALIFORNIA STREET, SUITE 4 · SAN FRANCISCO, CA · 94104

Phone

(415) 402-0303

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator