Original filing (PDF)20250319085351NAL0004731681001

SJOGREN HOLDINGS, INC

Name: SJOGREN HOLDINGS, INC — SJOGREN HOLDINGS 401(K) PLAN, Form 5500 (2024)
Creator: SJOGREN HOLDINGS, INC

Form 5500-SF

FILING_RECEIVED

SJOGREN HOLDINGS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

SJOGREN HOLDINGS, INC

EIN

83-2913474all filings

Address

175 TRACY SR · SUITE A102 · ATHENS, GA · 30601

Phone

(508) 864-4951

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-30

Filed

2025-03-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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