Original filing (PDF)20240314105705NAL0038116225001

SPB-USA, LLC

Name: SPB-USA, LLC — SPB-USA, LLC 401(K) PLAN, Form 5500 (2023)
Creator: SPB-USA, LLC

Form 5500-SF

FILING_RECEIVED

SPB-USA, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPB-USA, LLC.

Plan sponsor

Name

SPB-USA, LLC

EIN

20-0404245

Address

2257 SARASOTA CENTER BOULEVARD · SARASOTA, FL · 34240

Phone

(941) 371-1655

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-08

Filed

2024-03-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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