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SFA MANAGEMENT CORPORATION — SFA MANAGEMENT CORPORATION PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260126110126NAL0002268176001
SFA MANAGEMENT CORPORATION
Form 5500-SF
FILING_RECEIVED
SFA MANAGEMENT CORPORATION PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$786K
Net assets (EOY)
$786K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SFA MANAGEMENT CORPORATION
.
Find decision makers
Plan sponsor
Name
SFA MANAGEMENT CORPORATION
EIN
94-2445973
Address
44 MONTGOMERY STREET, SUITE 1255 · SAN FRANCISCO, CA · 94104
Phone
(415) 362-3180
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-01-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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THE SPONSORSHIP SERVICES GROUP, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SPONSORSHIP SERVICES GROUP, INC 401(K) P/S PLAN
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$88.3B
