# Sugaroak Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sugaroak-holdings-inc-401k-plan

> Sugaroak Holdings, INC.'s 401(k) plan: 27 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sugaroak Holdings, INC.

- **Sponsor EIN:** 161693507

- **Sponsor Address:** 481 CARLISLE DRIVE, HERNDON, VA, 201704882

- **Plan Type:** 401(k)

- **Total Participants:** 27

- **Total Assets:** $14.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|27|$14.8M|$60,079|$261,170|

| 2023|27|$12.7M|$60,583|$255,630|

| 2022|25|$10.5M|$64,909|$303,736|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sugaroak-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro