Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SGH MACRO ADVISORS, LLC
EIN 45-3538110financial servicesLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
14
11 GRAY OAKS LANE - GREENWICH, CT 06830646-325-4469sghmacro.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SGH MACRO ADVISORS, LLC PENSION PLAN
CashBalance
Assets$3.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SGH MACRO ADVISORS, LLC RETIREMENT PLAN
ProfitSharing
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SGH MACRO ADVISORS, LLC PENSION PLAN | CashBalance | $3.4M | 7 | 2025 | |
| 001 | SGH MACRO ADVISORS, LLC RETIREMENT PLAN | ProfitSharing | $1.6M | 7 | 2025 |
Retirement plans