How big is Sugar Valley, LLC's plan?

Sugar Valley, LLC's plan reported $1.2M in assets and 4 participants for 2025.

Original filing (PDF)20260413093503NAL0014515409002

Sugar Valley, LLC

Name: Sugar Valley, LLC — Sugar Valley, LLC 401(k) Plan, Form 5500 (2025)
Creator: Sugar Valley, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sugar Valley, LLC 401(k) Plan

401(k) retirement plan · Sugar Valley, LLC's Sugar Valley, LLC 401(k) Plan held $1.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Joel Blumenthal signed Sugar Valley, LLC's 2025 Form 5500 as plan administrator.

Joel Blumenthal — 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

Sugar Valley, LLC's EIN is 47-5460302.

EIN 47-5460302

Plan number 001

Plan year 2025

ACK ID 20260413093503NAL0014515409002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sugar Valley, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sugar Valley, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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