How big is Saisree, LLC's plan?

Saisree, LLC's plan reported $1K in assets and 15 participants for 2023.

Original filing (PDF)20240801123628NAL0022900145001

Saisree, LLC

Name: Saisree, LLC — Saisree, LLC Retirement Trust, Form 5500 (2023)
Creator: Saisree, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Saisree, LLC Retirement Trust

401(k) retirement plan · Saisree, LLC's Saisree, LLC Retirement Trust held $1K in plan assets for 15 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

People on this filing

Plan Sponsor signed Saisree, LLC's 2023 Form 5500 as plan administrator.

Plan Sponsor — 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

Saisree, LLC's EIN is 47-2380119.

EIN 47-2380119

Plan number 001

Plan year 2023

ACK ID 20240801123628NAL0022900145001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Saisree, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SAISREE, LLC

EIN

all filings

Address

830 PARK EAST BOULEVARD · LAFAYETTE, IN · 47905

Phone

(219) 448-1409

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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