Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SGR VENTURES LLC
EIN 85-0767519marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
27
13550 DANIELSON ST - POWAY, CA 92064619-922-8765sgrgo.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 27 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#003
SGR VENTURES RETIREMENT PLAN
CashBalance
Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SGR VENTURES PROFIT SHARING PLAN
ProfitSharing
Assets$127K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SGR VENTURES RETIREMENT PLAN | CashBalance | $1.1M | 10 | 2025 | |
| 002 | SGR VENTURES PROFIT SHARING PLAN | ProfitSharing | $127K | 17 | 2025 |
Retirement plans