How big is SGM, Inc.'s plan?

SGM, Inc.'s plan reported $317K in assets and 335 participants for 2024.

Original filing (PDF)20260312172704NAL0006984595001

SGM, Inc.

Name: SGM, Inc. — SGM, Inc. 401(k) Plan, Form 5500 (2024)
Creator: SGM, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SGM, Inc. 401(k) Plan

401(k) retirement plan · SGM, Inc.'s SGM, Inc. 401(k) Plan held $317K in plan assets for 335 participants in 2024.

Signals · 1

No auditor on file

Active participants

335

Accounts w/ balance

Plan assets (EOY)

$317K

Net assets (EOY)

$317K

Plan identifiers

SGM, Inc.'s EIN is 72-0444598.

EIN 72-0444598

Plan number 001

Plan year 2024

ACK ID 20260312172704NAL0006984595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SGM, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SGM, Inc.'s plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

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 (3rd percentile).

Helping the score