Department of Labor filing

SIGULER GUFF & COMPANY, LP

SIGULER GUFF & COMPANY RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 2, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$13,123

Reported employer contributions per active participant.

Higher than about 85% of comparable plans

#People in the filing

117

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$218 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 31% of comparable plans

↗Investment performance

Not available

Plan assets changed 23.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions85th percentileTypical peer $5,330 · based on 410 comparable plans

Lower reported administrative expense31st percentileTypical peer $118 · based on 398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SIGULER GUFF & COMPANY, LP reported $1,535,413 in employer contributions across the plan and 117 active participants. That works out to $13,123 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy68%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 13.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 2.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,535,413
Participant contributions: $1,797,999
Other contributions: $1,468,702
Employer share of reported contributions: 46.1%
Beginning assets: $47,679,140
Ending assets: $59,031,979
Ending net assets: $59,031,979
Ending liabilities: $0
Total income: $13,875,704
Total expenses: $2,522,865
Administrative expenses: $33,531
Participant loans: $127,862

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$15,082

2023

$14,436

2024

$13,123

Plan-paid administrative expenses per participant

2022

$212

2023

$175

2024

$218

Active participants

2022

2023

101

2024

117

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$13,123	117	59M	20250902151747NAL0008539267001
2023	$14,436	101	47.7M	20240909130158NAL0002374147001
2022	$15,082	91	38.6M	20230901120024NAL0008262209001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 133855630-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Nov 1, 2000
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2T2E3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250902151747NAL0008539267001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗