How big is SREG Management LLC's plan?

SREG Management LLC's plan reported $329K in assets and 11 participants for 2024.

Original filing (PDF)20250918015003NAL0001065489001

SREG Management LLC

Name: SREG Management LLC — SREG Management LLC 401(k), Form 5500 (2024)
Creator: SREG Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SREG Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · SREG Management LLC's SREG Management LLC 401(k) Profit Sharing Plan & Trust held $329K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$329K

Net assets (EOY)

$329K

People on this filing

CHAD Carroll signed SREG Management LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

SREG Management LLC's EIN is 82-2022972.

EIN 82-2022972

Plan number 001

Plan year 2024

ACK ID 20250918015003NAL0001065489001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SREG Management LLC's plan includes 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 SREG MANAGEMENT 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