How big is Sarcona Management, Inc. DBA Sarcona's plan?

Sarcona Management, Inc. DBA Sarcona's plan reported $2.8M in assets and 274 participants for 2024.

Original filing (PDF)20251015091349NAL0005630576001

Sarcona Management, Inc. DBA Sarcona

Name: Sarcona Management, Inc. DBA Sarcona — Sarcona, Form 5500 (2024)
Creator: Sarcona Management, Inc. DBA Sarcona
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarcona Management, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Sarcona Management, Inc. DBA Sarcona's Sarcona Management, Inc. 401(k) Profit Sharing Plan and Trust held $2.8M in plan assets for 274 participants in 2024.

Signals · 1

No auditor on file

Active participants

274

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Stephen Higgins signed Sarcona Management, Inc. DBA Sarcona's 2024 Form 5500 as plan administrator.

Stephen Higgins — 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

Sarcona Management, Inc. DBA Sarcona's EIN is 72-1526731.

EIN 72-1526731

Plan number 001

Plan year 2024

ACK ID 20251015091349NAL0005630576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sarcona Management, Inc. DBA Sarcona's plan includes 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 SARCONA MANAGEMENT, INC. DBA SARCONA.

Finding similar companies…

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 (1st percentile).

Helping the score