How big is SUGI Capital Management's plan?

SUGI Capital Management's plan reported $304K in assets and 2 participants for 2024.

Original filing (PDF)20250922052129NAL0004309441001

SUGI Capital Management

Name: SUGI Capital Management — SUGI Capital Management, Form 5500 (2024)
Creator: SUGI Capital Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SUGI Capital Management 401(k) Plan

401(k) retirement plan · SUGI Capital Management's SUGI Capital Management 401(k) Plan held $304K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

Plan identifiers

SUGI Capital Management's EIN is 83-2095615.

EIN 83-2095615

Plan number 001

Plan year 2024

ACK ID 20250922052129NAL0004309441001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SUGI Capital Management's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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