How big is Sky Investment Group LLC's plan?

Sky Investment Group LLC's plan reported $6.6M in assets and 11 participants for 2024.

Original filing (PDF)20250422085052NAL0004141585001

Sky Investment Group LLC

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

Form 5500-SF

FILING_RECEIVED

Sky Investment Group LLC 401(k) Plan

401(k) retirement plan · Sky Investment Group LLC's Sky Investment Group LLC 401(k) Plan held $6.6M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

William Newman signed Sky Investment Group LLC's 2024 Form 5500 as plan administrator.

William Newman — 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

Sky Investment Group LLC's EIN is 84-1664367.

EIN 84-1664367

Plan number 001

Plan year 2024

ACK ID 20250422085052NAL0004141585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sky Investment Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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