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
70
Total plan cost
n/a
Plan health
30
Vendor & structure
100
Knocking points off
No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUGAR MOUNTAIN CAPITAL, LLC.
Plan sponsor
Name
SUGAR MOUNTAIN CAPITAL, LLC
EIN
91-2027920
Address
1725 WESTLAKE AVE N SUITE #200 · SUITE 200 · SEATTLE, WA · 981093070
