How big is Sutterwilliams, LLC's plan?

Sutterwilliams, LLC's plan reported $1.4M in assets and 7 participants for 2024.

Original filing (PDF)20250929110442NAL0011223601001

Sutterwilliams, LLC

Name: Sutterwilliams, LLC — Sutterwilliams, LLC Profit, Form 5500 (2024)
Creator: Sutterwilliams, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sutterwilliams, LLC Profit Sharing Plan

Defined-contribution retirement plan · Sutterwilliams, LLC's Sutterwilliams, LLC Profit Sharing Plan held $1.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Sutterwilliams, LLC's EIN is 82-3816246.

EIN 82-3816246

Plan number 001

Plan year 2024

ACK ID 20250929110442NAL0011223601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sutterwilliams, LLC's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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