How big is SGR, LLC's plan?

SGR, LLC's plan reported $9.3M in assets and 20 participants for 2024.

Original filing (PDF)20250714111827NAL0000964129001

SGR, LLC

Name: SGR, LLC — SGR, LLC 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: SGR, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SGR, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · SGR, LLC's SGR, LLC 401(k) Profit Sharing Plan held $9.3M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

Plan identifiers

SGR, LLC's EIN is 84-0671956.

EIN 84-0671956

Plan number 001

Plan year 2024

ACK ID 20250714111827NAL0000964129001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SGR, LLC

EIN

all filings

Address

3900 E MEXICO AVE, STE. 700 · DENVER, CO · 80210

Phone

(303) 320-0509

Industry

Law Offices· Professional & Technical Services

Plan administrator