How big is Sicart Associates LLC's plan?

Sicart Associates LLC's plan reported $822K in assets and 4 participants for 2024.

Original filing (PDF)20250726050855NAL0016577234001

Sicart Associates LLC

Name: Sicart Associates LLC — Form 5500 (2024)
Creator: Sicart Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Sicart Associates LLC held $822K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$822K

Net assets (EOY)

$822K

People on this filing

Patsy Jaganath signed Sicart Associates LLC's 2024 Form 5500 as plan administrator.

Patsy Jaganath — 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

Sicart Associates LLC's EIN is 81-3444857.

EIN 81-3444857

Plan number 001

Plan year 2024

ACK ID 20250726050855NAL0016577234001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sicart Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

SICART ASSOCIATES LLC

EIN

all filings

Address

145 EAST 57TH STREET 5TH FLOOR · NEW YORK, NY · 10022

Phone

(646) 606-0292

Industry

Finance & Insurance

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

2025-07-26

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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