How big is The Sateri Group's plan?

The Sateri Group's plan reported $3K in assets and 2 participants for 2023.

Original filing (PDF)20250327132829NAL0012386627001

The Sateri Group

Name: The Sateri Group — The Sateri Group SOCA Benefit, Form 5500 (2023)
Creator: The Sateri Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Sateri Group SOCA Benefit Plan

Health & welfare plan · The Sateri Group's The Sateri Group SOCA Benefit Plan held $3K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$920

People on this filing

Matt Appenzeller signed The Sateri Group's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

The Sateri Group's EIN is 86-1451376.

EIN 86-1451376

Plan number 501

Plan year 2023

ACK ID 20250327132829NAL0012386627001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Sateri Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Sateri Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score