How big is Specialty Managers Group, LLC's plan?

Specialty Managers Group, LLC's plan reported $8.5M in assets and 5 participants for 2024.

Original filing (PDF)20250729140446NAL0001670003001

Specialty Managers Group, LLC

Name: Specialty Managers Group, LLC — Specialty Managers, Form 5500 (2024)
Creator: Specialty Managers Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Specialty Managers Group, LLC Profit Sharing Plan & Trust

Defined-contribution retirement plan · Specialty Managers Group, LLC's Specialty Managers Group, LLC Profit Sharing Plan & Trust held $8.5M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan identifiers

Specialty Managers Group, LLC's EIN is 46-3841479.

EIN 46-3841479

Plan number 001

Plan year 2024

ACK ID 20250729140446NAL0001670003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Specialty Managers Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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