How big is Sumeru Equity Partners LP's plan?

Sumeru Equity Partners LP's plan reported $11.2M in assets and 42 participants for 2024.

Original filing (PDF)20250721173148NAL0001855489001

Sumeru Equity Partners LP

Name: Sumeru Equity Partners LP — Sumeru Equity Partners, Form 5500 (2024)
Creator: Sumeru Equity Partners LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sumeru Equity Partners 401(k) Plan & Trust

401(k) retirement plan · Sumeru Equity Partners LP's Sumeru Equity Partners 401(k) Plan & Trust held $11.2M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

Christine Ordesta signed Sumeru Equity Partners LP's 2024 Form 5500 as plan administrator.

Christine Ordesta — 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 Equity Partners LP's EIN is 46-5430422.

EIN 46-5430422

Plan number 001

Plan year 2024

ACK ID 20250721173148NAL0001855489001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sumeru Equity Partners LP's plan includes profit-sharing, a 401(k) feature, 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 SUMERU EQUITY PARTNERS LP.

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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