How big is Sugarfina USA LLC's plan?

Sugarfina USA LLC's plan reported $760K in assets and 104 participants for 2024.

Original filing (PDF)20250718150017NAL0003554962001

Sugarfina USA LLC

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

Form 5500-SF

FILING_RECEIVED

Sugarfina USA 401(k) Plan

401(k) retirement plan · Sugarfina USA LLC's Sugarfina USA 401(k) Plan held $760K in plan assets for 104 participants in 2024.

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$760K

Net assets (EOY)

$760K

People on this filing

Marcus Bowie signed Sugarfina USA LLC'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

Sugarfina USA LLC's EIN is 84-3498245.

EIN 84-3498245

Plan number 001

Plan year 2024

ACK ID 20250718150017NAL0003554962001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sugarfina USA LLC'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 SUGARFINA USA LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score