How big is Sutterfield Financial Group Inc.'s plan?

Sutterfield Financial Group Inc.'s plan reported $2.4M in assets and 34 participants for 2024.

Original filing (PDF)20251008134031NAL0005925441001

Sutterfield Financial Group Inc.

Name: Sutterfield Financial Group Inc. — Sutterfield, Form 5500 (2024)
Creator: Sutterfield Financial Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sutterfield Financial Group, Inc. 401(k) PSP

Defined-contribution retirement plan · Sutterfield Financial Group Inc.'s Sutterfield Financial Group, Inc. 401(k) PSP held $2.4M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Sutterfield Financial Group Inc.'s EIN is 73-1567442.

EIN 73-1567442

Plan number 001

Plan year 2024

ACK ID 20251008134031NAL0005925441001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sutterfield Financial Group Inc.'s plan includes profit-sharing, 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 SUTTERFIELD FINANCIAL GROUP INC.

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Plan health score

Above-average plan

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