· 2022–2024 · DOL EFAST2

SUI GENERIS MANAGEMENT LLC — SUI GENERIS MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230428182005NAL0013601601001

SUI GENERIS MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

SUI GENERIS MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

6

Accounts w/ balance

0

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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

2

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

SUI GENERIS MANAGEMENT LLC

EIN

47-4338644

Address

145 SOUNDINGS AVE - STE 210 · JUPITER, FL · 334775099

Phone

(772) 299-3261

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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