How big is Sumeru, LLC's plan?

Sumeru, LLC's plan reported $5.2M in assets and 56 participants for 2024.

Original filing (PDF)20251010140845NAL0018199506001

Sumeru, LLC

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

Form 5500-SF

FILING_RECEIVED

Sumeru 401(k) Plan

401(k) retirement plan · Sumeru, LLC's Sumeru 401(k) Plan held $5.2M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Mary Jedlicka signed Sumeru, LLC's 2024 Form 5500 as plan administrator.

Mary Jedlicka — 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

Sumeru, LLC's EIN is 46-1553712.

EIN 46-1553712

Plan number 001

Plan year 2024

ACK ID 20251010140845NAL0018199506001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sumeru, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off