How big is SEG Capital Advisors, LLC's plan?

SEG Capital Advisors, LLC's plan reported $4.8M in assets and 24 participants for 2024.

Original filing (PDF)20250728124723NAL0002222848002

SEG Capital Advisors, LLC

Name: SEG Capital Advisors, LLC — SEG Capital Advisors, Form 5500 (2024)
Creator: SEG Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SEG Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · SEG Capital Advisors, LLC's SEG Capital Advisors, LLC 401(k) Plan held $4.8M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Robert Allen Cinzori signed SEG Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Robert Allen Cinzori — 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

SEG Capital Advisors, LLC's EIN is 47-5229467.

EIN 47-5229467

Plan number 001

Plan year 2024

ACK ID 20250728124723NAL0002222848002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SEG Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SEG Capital Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEG CAPITAL ADVISORS, 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