Original filing (PDF)20251015154105NAL0002685219002

SRG2 PARTNERS LLC

Name: SRG2 PARTNERS LLC — SRG2 PARTNERS LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SRG2 PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

SRG2 PARTNERS LLC PROFIT SHARING PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SRG2 PARTNERS LLC.

Plan sponsor

Name

SRG2 PARTNERS LLC

EIN

85-4258521

Address

237 MAMARONECK AVE · WHITE PLAINS, NY · 10605

Phone

(914) 683-8000

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

2E · Profit-sharing

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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