How big is SUMO Holdings LLC's plan?

SUMO Holdings LLC's plan reported $1.2M in assets and 32 participants for 2025.

Original filing (PDF)20260522111632NAL0002811169001

SUMO Holdings LLC

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

Form 5500-SF

FILING_RECEIVED

SUMO Holdings LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · SUMO Holdings LLC's SUMO Holdings LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Edward Rojas signed SUMO Holdings LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

SUMO Holdings LLC's EIN is 82-2779380.

EIN 82-2779380

Plan number 001

Plan year 2025

ACK ID 20260522111632NAL0002811169001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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