· 2022–2024 · DOL EFAST2

SYDNEY ASSET MANAGEMENT, LLC — SYDNEY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250626091010NAL0004909875001

SYDNEY ASSET MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

SYDNEY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

14

Accounts w/ balance

19

Plan assets (EOY)

$698K

Net assets (EOY)

$698K

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

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYDNEY ASSET MANAGEMENT, LLC.

Plan sponsor

Name

SYDNEY ASSET MANAGEMENT, LLC

EIN

75-3130135all filings

Address

11680 GREAT OAKS WAY SUITE 400 · ALPHARETTA, GA · 30022

Phone

(678) 636-3060

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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