How big is SAOG, LLC's plan?

SAOG, LLC's plan reported $354K in assets and 2 participants for 2025.

Original filing (PDF)20260522104651NAL0003176481001

SAOG, LLC

Name: SAOG, LLC — SAOG, LLC 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: SAOG, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAOG, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · SAOG, LLC's SAOG, LLC 401(k) Profit Sharing Plan held $354K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$354K

Net assets (EOY)

$354K

People on this filing

Sandya SHAH signed SAOG, LLC's 2025 Form 5500 as plan administrator.

Sandya SHAH — 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

SAOG, LLC's EIN is 81-4024019.

EIN 81-4024019

Plan number 002

Plan year 2025

ACK ID 20260522104651NAL0003176481001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SAOG, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SAOG, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAOG, 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 (95th percentile).

Plan sponsor

Name

SAOG, LLC

EIN

all filings

Address

7190 KIERLAND BLVD · APT. 412 · SCOTTSDALE, AZ · 85254

Phone

(571) 246-3894

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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