Original filing (PDF)20250616132811NAL0000517587001

SUGRJAC LLC

Name: SUGRJAC LLC — SUSAN JACKSON 401(K) PLAN, Form 5500 (2024)
Creator: SUGRJAC LLC

Form 5500-SF

FILING_RECEIVED

SUSAN JACKSON 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SUGRJAC LLC

EIN

82-0980061

Address

315 KAINOE STREET · LAHAINA, HI · 96761

Phone

(304) 668-2009

Industry

Real Estatesee 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

2025-06-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Real Estate plans

FRANKLIN HOME DESIGN LLC

FRANKLIN HOME DESIGN LLC 401(K) PROFIT SHARING PLAN

$372K · 4 participants

BARRINGER ESCROW CORPORATION

BARRINGER ESCROW CORPORATION 401(K) PROFIT SHARING PLAN & TRU

$372K · 12 participants

NC DEVELOPMENT GROUP INC

NC DEVELOPMENT GROUP INC 401K

$373K · 27 participants

LANCE VERMEULEN REAL ESTATE, INC.

LANCE VERMEULEN REAL ESTATE, INC. INCENTIVE SAVINGS PLAN

$372K · 2 participants

100 UNITS, LLC

100 UNITS 401K PLAN