How big is The Siegel Group, LLC's plan?

The Siegel Group, LLC's plan reported $1.5M in assets and 40 participants for 2024.

Original filing (PDF)20250701151622NAL0012797089001

The Siegel Group, LLC

Name: The Siegel Group, LLC — The Contractors Retirement, Form 5500 (2024)
Creator: The Siegel Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Contractors Retirement Plan

401(k) retirement plan · The Siegel Group, LLC's The Contractors Retirement Plan held $1.5M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jonathan Siegel signed The Siegel Group, LLC's 2024 Form 5500 as plan administrator.

Jonathan Siegel — 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

The Siegel Group, LLC's EIN is 56-2647316.

EIN 56-2647316

Plan number 001

Plan year 2024

ACK ID 20250701151622NAL0012797089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Siegel Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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