· 2022–2024 · DOL EFAST2

SAKARA LIFE, INC. — SAKARA LIFE, INC. RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250630112221NAL0006260835002

SAKARA LIFE, INC.

Form 5500-SF

FILING_RECEIVED

SAKARA LIFE, INC. RETIREMENT TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

141

Accounts w/ balance

96

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

Average plan with room to improve

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

70

Total plan cost

n/a

Plan health

14

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th 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 SAKARA LIFE, INC..

Plan sponsor

Name

SAKARA LIFE, INC.

EIN

47-4429601

Address

10 CROSBY 3RD FLOOR · NEW YORK, NY · 10012

Phone

(516) 236-9127

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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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