Back to filter
Original filing (PDF)20251223194326NAL0016740304001
SEYON MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
SEYON MANAGEMENT LLC 401(K) PS PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 1.2 mo
Active participants
25
Accounts w/ balance
35
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
95
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEYON MANAGEMENT LLC.
Plan sponsor
Name
SEYON MANAGEMENT LLC
EIN
82-1780194
Address
535 BOYLSTON ST. · 11TH FLOOR · BOSTON, MA · 02116
Phone
(617) 982-6591
Industry
Other Services (ex. Public Admin)see 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
2025-12-23
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
SLIDE NINE
SLIDE NINE 401(K) PROFIT SHARING PLAN
$1.1M · 18 participants
FASTAN, INC.
FASTAN, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 24 participants
DR CHAD TOMAZIN DDS DENTAL INC
DR CHAD TOMAZIN DDS DENTAL INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 12 participants
JEM 27 INC
JEM 27 INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 9 participants
A & A MARKETING, INC.
A AND A MARKETING, INC. OF LEE'S SUMMIT, MISSOURI
$1.1M · 6 participants
SOCIETY HILL TOWERS
SOCIETY HILL TOWERS 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 70 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B