How big is Sr. One Capital Management LP's plan?

Sr. One Capital Management LP's plan reported $1.5M in assets and 15 participants for 2024.

Original filing (PDF)20250718135314NAL0002840784001

Sr. One Capital Management LP

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

Form 5500-SF

FILING_RECEIVED

Sr. One Capital Management 401(k) Plan

401(k) retirement plan · Sr. One Capital Management LP's Sr. One Capital Management 401(k) Plan held $1.5M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Marcus Bowie signed Sr. One Capital Management LP's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Sr. One Capital Management LP's EIN is 84-3397640.

EIN 84-3397640

Plan number 001

Plan year 2024

ACK ID 20250718135314NAL0002840784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sr. One Capital Management LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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